Spartan Planning & Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Spartan Planning & Wealth 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
2023 Q4	$27.9K	Sell	480 -172	-26%	-$9.19K	0.03%	154
2023 Q3	$33.9K	Buy	+652	New	+$35.8K	0.04%	94
2022 Q4	$10.6K	Buy	208 +8	+4%	+$407	0.01%	119
2022 Q3	$9K	Hold	200	–	–	0.01%	57
2022 Q2	$10K	Sell	200 -356	-64%	-$19.2K	0.01%	72
2022 Q1	$33K	Buy	+556	New	+$32.6K	0.04%	98

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Spartan Planning & Wealth Management's VO Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 26% in Q4 2023, selling an estimated $9.19K and leaving 480 shares worth $27.9K. The position accounts for 0.03% of the portfolio, ranked #154.

Spartan Planning & Wealth Management first reported a position in VO in Q1 2022 and has held it in 6 quarters since. The position peaked at $33.9K in Q3 2023. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

Spartan Planning & Wealth Management held 480 shares of Vanguard Mid-Cap ETF worth $27.9K as of Q4 2023.
Spartan Planning & Wealth Management sold 172 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $9.19K.
Vanguard Mid-Cap ETF made up 0.03% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #154 holding.
Spartan Planning & Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 6 quarters since.
Spartan Planning & Wealth Management's Vanguard Mid-Cap ETF position peaked at $33.9K in Q3 2023.
1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.