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Second Half Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-35,140
Closed -$1.93M – 137
2023
Q2 		$1.93M Buy
+35,140
New +$1.84M 0.44% 68

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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Second Half Financial Partners's VO Position: Q3 2023 in Review

Second Half Financial Partners sold out of Vanguard Mid-Cap ETF (VO) in Q3 2023, closing a stake of 35,140 shares — an estimated $1.93M sold.

Second Half Financial Partners first reported a position in VO in Q2 2023 and held it in 1 quarter. The position peaked at $1.93M in Q2 2023. 1,649 funds tracked by Wall St. Rank hold VO as of Q3 2023.

  • Second Half Financial Partners reported no remaining Vanguard Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 35,140 Vanguard Mid-Cap ETF shares in Q3 2023, an estimated $1.93M.
  • Second Half Financial Partners first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Vanguard Mid-Cap ETF position peaked at $1.93M in Q2 2023.
  • 1,649 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.