SFP
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Sweet Financial Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Sweet 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
2024
Q3 		$2.85M Buy
43,224
+300
+0.7% +$18.8K 0.62% 36
2024
Q2 		$2.6M Buy
42,924
+8
+0% +$486 0.59% 38
2024
Q1 		$2.68M Sell
42,916
-208
-0.5% -$12.3K 0.62% 34
2023
Q4 		$2.51M Hold
43,124
– – 0.6% 35
2023
Q3 		$2.25M Hold
43,124
– – 0.59% 29
2023
Q2 		$2.37M Hold
43,124
– – 0.62% 28
2023
Q1 		$2.27M Hold
43,124
– – 0.63% 27
2022
Q4 		$2.2M Buy
43,124
+540
+1% +$27.5K 0.65% 25
2022
Q3 		$2M Hold
42,584
– – 0.64% 23
2022
Q2 		$2.1M Buy
42,584
+4
+0% +$216 0.66% 24
2022
Q1 		$2.53M Buy
42,580
+908
+2% +$53.3K 0.68% 23
2021
Q4 		$2.65M Buy
+41,672
New +$2.61M 1.1% 11

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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 $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return