Symphony Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Symphony Financial’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 Q4	–	Sell	-7,556	Closed	-$497K	–	249
2024 Q3	$497K	Sell	7,556 -6,788	-47%	-$426K	0.08%	143
2024 Q2	$869K	Sell	14,344 -76	-0.5%	-$4.62K	0.16%	105
2024 Q1	$901K	Buy	14,420 +36	+0.3%	+$2.13K	0.21%	90
2023 Q4	$819K	Sell	14,384 -208	-1%	-$11.1K	0.18%	99
2023 Q3	$751K	Buy	14,592 +592	+4%	+$32.5K	0.18%	93
2023 Q2	$763K	Sell	14,000 -1,908	-12%	-$100K	0.19%	100
2023 Q1	$825K	Buy	15,908 +60	+0.4%	+$3.19K	0.21%	94
2022 Q4	$815K	Buy	15,848 +88	+0.6%	+$4.48K	0.22%	90
2022 Q3	$747K	Buy	15,760 +240	+2%	+$12.5K	0.24%	92
2022 Q2	$770K	Buy	15,520 +68	+0.4%	+$3.67K	0.23%	88
2022 Q1	$909K	Buy	+15,452	New	+$907K	0.21%	90
2021 Q2	–	Sell	-15,068	Closed	-$856K	–	201
2021 Q1	$856K	Buy	+15,068	New	+$818K	0.23%	74

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Symphony Financial's VO Position: Q4 2024 in Review

Symphony Financial sold out of Vanguard Mid-Cap ETF (VO) in Q4 2024, closing a stake of 7,556 shares — an estimated $497K sold.

Symphony Financial first reported a position in VO in Q1 2021 and held it in 12 quarters. The position peaked at $909K in Q1 2022. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Symphony Financial reported no remaining Vanguard Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Symphony Financial sold 7,556 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $497K.
Symphony Financial first reported a position in Vanguard Mid-Cap ETF in Q1 2021 and held it in 12 quarters.
Symphony Financial's Vanguard Mid-Cap ETF position peaked at $909K in Q1 2022.
2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on Symphony Financial's 13F filing for Q4 2024, filed 24 Jan 2025.