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TCWP’s Vanguard Mid-Cap ETF VO Stock Holding History

TCWP’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 		– Sell
-9,380
Closed -$568K – 57
2024
Q2 		$568K Buy
9,380
+564
+6% +$34.3K 1.39% 21
2024
Q1 		$551K Hold
8,816
– – 1.46% 22
2023
Q4 		$513K Buy
+8,816
New +$471K 1.45% 24
2023
Q2 		– Sell
-55,268
Closed -$2.91M – 252
2023
Q1 		$2.91M Buy
55,268
+3,424
+7% +$182K 0.55% 55
2022
Q4 		$2.64M Buy
51,844
+644
+1% +$32.8K 0.54% 62
2022
Q3 		$2.41M Buy
+51,200
New +$2.68M 0.51% 64
2022
Q2 		– Sell
-1,416
Closed -$84K – 1700
2022
Q1 		$84K Buy
+1,416
New +$83.1K 0.02% 388

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCWP's VO Position: Q3 2024 in Review

TCWP sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 9,380 shares — an estimated $568K sold.

TCWP first reported a position in VO in Q1 2022 and held it in 7 quarters. The position peaked at $2.91M in Q1 2023. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • TCWP reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 9,380 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $568K.
  • TCWP first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and held it in 7 quarters.
  • TCWP's Vanguard Mid-Cap ETF position peaked at $2.91M in Q1 2023.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.