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Signet Financial Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Signet Financial Management’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
Q3 		– Sell
-3,600
Closed -$218K – 280
2024
Q2 		$218K Sell
3,600
-2,804
-44% -$170K 0.03% 254
2024
Q1 		$400K Buy
6,404
+1,412
+28% +$83.4K 0.06% 205
2023
Q4 		$290K Sell
4,992
-344
-6% -$18.4K 0.04% 229
2023
Q3 		$278K Sell
5,336
-396
-7% -$21.7K 0.05% 226
2023
Q2 		$315K Sell
5,732
-116
-2% -$6.08K 0.05% 223
2023
Q1 		$308K Sell
5,848
-1,584
-21% -$84.3K 0.05% 225
2022
Q4 		$379K Sell
7,432
-2,084
-22% -$106K 0.07% 201
2022
Q3 		$447K Buy
9,516
+888
+10% +$46.4K 0.09% 177
2022
Q2 		$425K Sell
8,628
-236
-3% -$12.8K 0.08% 181
2022
Q1 		$527K Sell
8,864
-232
-3% -$13.6K 0.09% 170
2021
Q4 		$579K Buy
9,096
+1,224
+16% +$76.7K 0.09% 161
2021
Q3 		$466K Buy
+7,872
New +$476K 0.08% 174
2021
Q2 		– Sell
-6,980
Closed -$386K – 235
2021
Q1 		$386K Sell
6,980
-1,928
-22% -$105K 0.07% 181
2020
Q4 		$460K Sell
8,908
-188
-2% -$9.1K 0.09% 170
2020
Q3 		$421K Sell
9,096
-316
-3% -$13.8K 0.09% 170
2020
Q2 		$418K Sell
9,412
-1,000
-10% -$38.3K 0.09% 164
2020
Q1 		$387K Sell
10,412
-1,124
-10% -$46.5K 0.09% 174
2019
Q4 		$514K Sell
11,536
-40
-0.3% -$1.72K 0.1% 180
2019
Q3 		$496K Sell
11,576
-2,000
-15% -$83.6K 0.1% 175
2019
Q2 		$582K Sell
13,576
-512
-4% -$21K 0.12% 160
2019
Q1 		$582K Sell
14,088
-8,496
-38% -$327K 0.11% 154
2018
Q4 		$780K Sell
22,584
-52
-0.2% -$1.95K 0.17% 137
2018
Q3 		$929K Sell
22,636
-1,396
-6% -$57K 0.16% 130
2018
Q2 		$947K Buy
24,032
+4,644
+24% +$182K 0.17% 121
2018
Q1 		$748K Sell
19,388
-1,388
-7% -$54.7K 0.13% 136
2017
Q4 		$804K Sell
20,776
-1,264
-6% -$47.7K 0.15% 130
2017
Q3 		$810K Sell
22,040
-1,456
-6% -$52.5K 0.16% 127
2017
Q2 		$837K Sell
23,496
-1,328
-5% -$46.9K 0.18% 117
2017
Q1 		$864K Sell
24,824
-4,632
-16% -$159K 0.19% 116
2016
Q4 		$969K Sell
29,456
-3,424
-10% -$111K 0.23% 93
2016
Q3 		$1.06M Sell
32,880
-1,284
-4% -$41.2K 0.25% 91
2016
Q2 		$1.06M Sell
34,164
-2,172
-6% -$66.4K 0.24% 80
2016
Q1 		$1.1M Sell
36,336
-41,772
-53% -$1.18M 0.23% 75
2015
Q4 		$2.35M Buy
78,108
+33,332
+74% +$1.02M 0.48% 60
2015
Q3 		$1.31M Buy
44,776
+16,180
+57% +$504K 0.3% 69
2015
Q2 		$911K Buy
28,596
+9,500
+50% +$308K 0.21% 80
2015
Q1 		$634K Sell
19,096
-7,844
-29% -$247K 0.18% 90
2014
Q4 		$832K Buy
+26,940
New +$812K 0.3% 70

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Signet Financial Management's VO Position: Q3 2024 in Review

Signet Financial Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 3,600 shares — an estimated $218K sold.

Signet Financial Management first reported a position in VO in Q4 2014 and held it in 38 quarters. The position peaked at $2.35M in Q4 2015. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Signet Financial Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Signet Financial Management sold 3,600 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $218K.
  • Signet Financial Management first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and held it in 38 quarters.
  • Signet Financial Management's Vanguard Mid-Cap ETF position peaked at $2.35M in Q4 2015.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Signet Financial Management's 13F filing for Q3 2024, filed 23 Oct 2024.