Retirement Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Retirement Group’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$80.2K	Hold	1,284	–	–	0.03%	186
2023 Q4	$74.6K	Sell	1,284 -216	-14%	-$11.5K	0.03%	178
2023 Q3	$78.1K	Buy	1,500 +4	+0.3%	+$219	0.03%	160
2023 Q2	$82.4K	Hold	1,496	–	–	0.03%	155
2023 Q1	$79K	Buy	1,496 +4	+0.3%	+$213	0.04%	152
2022 Q4	$76K	Buy	1,492 +484	+48%	+$24.7K	0.04%	147
2022 Q3	$47K	Sell	1,008 -908	-47%	-$47.5K	0.04%	129
2022 Q2	$94K	Buy	1,916 +696	+57%	+$37.6K	0.04%	160
2022 Q1	$73K	Hold	1,220	–	–	0.03%	197
2021 Q4	$78K	Buy	1,220 +4	+0.3%	+$251	0.03%	184
2021 Q3	$72K	Hold	1,216	–	–	0.03%	189
2021 Q2	$72K	Buy	1,216 +4	+0.3%	+$232	0.03%	195
2021 Q1	$67K	Sell	1,212 -504	-29%	-$27.4K	0.03%	238
2020 Q4	$88K	Sell	1,716 -152	-8%	-$7.36K	0.04%	196
2020 Q3	$82K	Hold	1,868	–	–	0.05%	202
2020 Q2	$77K	Buy	+1,868	New	+$71.6K	0.05%	199
2019 Q4	$116K	Buy	+2,604	New	+$112K	0.08%	154

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Group's VO Position: Q1 2024 in Review

Retirement Group held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2024 at 1,284 shares worth $80.2K. The position accounts for 0.03% of the portfolio, ranked #186.

Retirement Group first reported a position in VO in Q4 2019 and has held it in 17 quarters since. The position peaked at $116K in Q4 2019. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Retirement Group held 1,284 shares of Vanguard Mid-Cap ETF worth $80.2K as of Q1 2024.
Retirement Group left its Vanguard Mid-Cap ETF share count unchanged in Q1 2024.
Vanguard Mid-Cap ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #186 holding.
Retirement Group first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Vanguard Mid-Cap ETF position peaked at $116K in Q4 2019.
1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.