Sweet Financial Partners’s Vanguard Morningstar 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sweet Financial Partners's VO Position: Q3 2024 in Review

Sweet Financial Partners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.7% in Q3 2024, buying an estimated $18.8K and bringing the position to 43,224 shares worth $2.85M. The position accounts for 0.62% of the portfolio, ranked #36.

Sweet Financial Partners first reported a position in VO in Q4 2021 and has held it in 12 quarters since. 1,934 funds tracked by Wall St. Rank hold VO as of Q3 2024.

Sweet Financial Partners held 43,224 shares of Vanguard Morningstar Mid-Cap ETF worth $2.85M as of Q3 2024.
Sweet Financial Partners bought 300 Vanguard Morningstar Mid-Cap ETF shares in Q3 2024, an estimated $18.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.62% of Sweet Financial Partners's portfolio in Q3 2024, its #36 holding.
Sweet Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
1,934 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.