Silicon Valley Capital Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Silicon Valley Capital 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
2024 Q2	–	Sell	-4	Closed	-$234	–	317
2024 Q1	$234	Hold	4	–	–	﹤0.01%	293
2023 Q4	$218	Hold	4	–	–	﹤0.01%	322
2023 Q3	$194	Sell	4 -4	-50%	-$219	﹤0.01%	279
2023 Q2	$478	Sell	8 -84	-91%	-$4.4K	﹤0.01%	287
2023 Q1	$4.8K	Hold	92	–	–	﹤0.01%	192
2022 Q4	$4.62K	Sell	92 -15,524	-99%	-$791K	﹤0.01%	160
2022 Q3	$734K	Buy	15,616 +36	+0.2%	+$1.88K	0.16%	33
2022 Q2	$767K	Buy	15,580 +24	+0.2%	+$1.3K	0.16%	31
2022 Q1	$925K	Buy	15,556 +28	+0.2%	+$1.64K	0.15%	31
2021 Q4	$989K	Buy	15,528 +28	+0.2%	+$1.75K	0.16%	35
2021 Q3	$917K	Sell	15,500 -2,048	-12%	-$124K	0.17%	31
2021 Q2	$1.04M	Sell	17,548 -15,796	-47%	-$915K	0.21%	26
2021 Q1	$1.84M	Buy	+33,344	New	+$1.81M	0.4%	20

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

Silicon Valley Capital Partners's VO Position: Q2 2024 in Review

Silicon Valley Capital Partners sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 4 shares — an estimated $234 sold.

Silicon Valley Capital Partners first reported a position in VO in Q1 2021 and held it in 13 quarters. The position peaked at $1.84M in Q1 2021. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

Silicon Valley Capital Partners reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 4 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $234.
Silicon Valley Capital Partners first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and held it in 13 quarters.
Silicon Valley Capital Partners's Vanguard Mid-Cap ETF position peaked at $1.84M in Q1 2021.
1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q2 2024, filed 30 Oct 2024.