Sterling Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Sterling Investment 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 Q1	–	Sell	-3,748	Closed	-$218K	–	65
2023 Q4	$218K	Sell	3,748 -1,832	-33%	-$97.9K	0.16%	61
2023 Q3	$290K	Hold	5,580	–	–	0.26%	49
2023 Q2	$307K	Hold	5,580	–	–	0.24%	57
2023 Q1	$294K	Hold	5,580	–	–	0.23%	57
2022 Q4	$284K	Buy	5,580 +404	+8%	+$20.6K	0.23%	58
2022 Q3	$243K	Buy	+5,176	New	+$270K	0.2%	57
2022 Q1	–	Sell	-3,164	Closed	-$202K	–	73
2021 Q4	$202K	Buy	+3,164	New	+$198K	0.13%	69
2019 Q1	–	Sell	-7,308	Closed	-$252K	–	67
2018 Q4	$252K	Buy	7,308 +352	+5%	+$13.2K	0.21%	50
2018 Q3	$285K	Buy	6,956 +1,036	+18%	+$42.3K	0.21%	53
2018 Q2	$233K	Hold	5,920	–	–	0.18%	57
2018 Q1	$228K	Sell	5,920 -256	-4%	-$10.1K	0.18%	52
2017 Q4	$239K	Buy	+6,176	New	+$233K	0.25%	50

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

Sterling Investment Management's VO Position: Q1 2024 in Review

Sterling Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2024, closing a stake of 3,748 shares — an estimated $218K sold.

Sterling Investment Management first reported a position in VO in Q4 2017 and held it in 12 quarters. The position peaked at $307K in Q2 2023. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Sterling Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Sterling Investment Management sold 3,748 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $218K.
Sterling Investment Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 12 quarters.
Sterling Investment Management's Vanguard Mid-Cap ETF position peaked at $307K in Q2 2023.
1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

Based on Sterling Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.