SeaCrest Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $673K | Sell |
8,358
-42,182
| -83% | -$3.27M | 0.07% | 230 |
|
|
2026
Q1 | $3.63M | Buy |
50,540
+4,152
| +9% | +$308K | 0.39% | 47 |
|
|
2025
Q4 | $3.43M | Buy |
46,388
+6,424
| +16% | +$467K | 0.35% | 49 |
|
|
2025
Q3 | $2.95M | Buy |
39,964
+4,392
| +12% | +$315K | 0.31% | 57 |
|
|
2025
Q2 | $2.49M | Buy |
35,572
+2,056
| +6% | +$135K | 0.27% | 70 |
|
|
2025
Q1 | $2.17M | Buy |
33,516
+804
| +2% | +$54K | 0.25% | 70 |
|
|
2024
Q4 | $2.16M | Buy |
32,712
+2,720
| +9% | +$185K | 0.23% | 76 |
|
|
2024
Q3 | $1.98M | Buy |
29,992
+580
| +2% | +$36.4K | 0.21% | 88 |
|
|
2024
Q2 | $1.78M | Buy |
29,412
+5,012
| +21% | +$305K | 0.2% | 96 |
|
|
2024
Q1 | $1.52M | Buy |
24,400
+6,920
| +40% | +$409K | 0.19% | 115 |
|
|
2023
Q4 | $997K | Buy |
17,480
+900
| +5% | +$48.1K | 0.12% | 171 |
|
|
2023
Q3 | $863K | Buy |
16,580
+600
| +4% | +$32.9K | 0.11% | 193 |
|
|
2023
Q2 | $879K | Buy |
15,980
+2,372
| +17% | +$124K | 0.11% | 195 |
|
|
2023
Q1 | $718K | Buy |
13,608
+108
| +0.8% | +$5.75K | 0.1% | 237 |
|
|
2022
Q4 | $688K | Buy |
13,500
+656
| +5% | +$33.4K | 0.1% | 239 |
|
|
2022
Q3 | $604K | Buy |
12,844
+5,432
| +73% | +$284K | 0.09% | 246 |
|
|
2022
Q2 | $365K | Sell |
7,412
-3,808
| -34% | -$206K | 0.05% | 424 |
|
|
2022
Q1 | $667K | Buy |
11,220
+660
| +6% | +$38.7K | 0.08% | 276 |
|
|
2021
Q4 | $673K | Buy |
10,560
+2,924
| +38% | +$183K | 0.07% | 266 |
|
|
2021
Q3 | $452K | Buy |
7,636
+16
| +0.2% | +$967 | 0.05% | 368 |
|
|
2021
Q2 | $452K | Sell |
7,620
-104
| -1% | -$6.03K | 0.05% | 370 |
|
|
2021
Q1 | $427K | Buy |
7,724
+28
| +0.4% | +$1.52K | 0.06% | 355 |
|
|
2020
Q4 | $398K | Buy |
7,696
+4
| +0.1% | +$194 | 0.06% | 349 |
|
|
2020
Q3 | $339K | Sell |
7,692
-20
| -0.3% | -$872 | 0.05% | 354 |
|
|
2020
Q2 | $316K | Sell |
7,712
-384
| -5% | -$14.7K | 0.05% | 370 |
|
|
2020
Q1 | $266K | Buy |
8,096
+1,880
| +30% | +$77.8K | 0.06% | 357 |
|
|
2019
Q4 | $277K | Buy |
6,216
+304
| +5% | +$13.1K | 0.05% | 421 |
|
|
2019
Q3 | $248K | Buy |
+5,912
| New | +$247K | 0.05% | 435 |
|
|
2019
Q2 | – | Sell |
-4,656
| Closed | -$187K | – | 1805 |
|
|
2019
Q1 | $187K | Buy |
4,656
+176
| +4% | +$6.77K | 0.03% | 496 |
|
|
2018
Q4 | $155K | Sell |
4,480
-228
| -5% | -$8.56K | 0.03% | 501 |
|
|
2018
Q3 | $193K | Buy |
4,708
+128
| +3% | +$5.22K | 0.03% | 517 |
|
|
2018
Q2 | $181K | Buy |
4,580
+524
| +13% | +$20.6K | 0.03% | 525 |
|
|
2018
Q1 | $156K | Buy |
4,056
+612
| +18% | +$24.1K | 0.03% | 563 |
|
|
2017
Q4 | $133K | Buy |
+3,444
| New | +$130K | 0.02% | 615 |
|
Other funds holding VO
SeaCrest Wealth Management's VO Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 83% in Q2 2026, selling an estimated $3.27M and leaving 8,358 shares worth $673K. The position accounts for 0.07% of the portfolio, ranked #230.
SeaCrest Wealth Management first reported a position in VO in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.63M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- SeaCrest Wealth Management held 8,358 shares of Vanguard Morningstar Mid-Cap ETF worth $673K as of Q2 2026.
- SeaCrest Wealth Management sold 42,182 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $3.27M.
- Vanguard Morningstar Mid-Cap ETF made up 0.07% of SeaCrest Wealth Management's portfolio in Q2 2026, its #230 holding.
- SeaCrest Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- SeaCrest Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $3.63M in Q1 2026.
- 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.