Three Bridge Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Three Bridge Wealth Advisors’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	-4,460	Closed	-$271K	–	93
2024 Q2	$271K	Hold	4,460	–	–	0.11%	74
2024 Q1	$279K	Hold	4,460	–	–	0.11%	77
2023 Q4	$259K	Hold	4,460	–	–	0.09%	79
2023 Q3	$232K	Hold	4,460	–	–	0.1%	78
2023 Q2	$245K	Hold	4,460	–	–	0.1%	78
2023 Q1	$235K	Buy	+4,460	New	+$237K	0.11%	80

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

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

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

Three Bridge Wealth Advisors's VO Position: Q3 2024 in Review

Three Bridge Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 4,460 shares — an estimated $271K sold.

Three Bridge Wealth Advisors first reported a position in VO in Q1 2023 and held it in 6 quarters. The position peaked at $279K in Q1 2024. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

Three Bridge Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Three Bridge Wealth Advisors sold 4,460 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $271K.
Three Bridge Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2023 and held it in 6 quarters.
Three Bridge Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $279K in Q1 2024.
1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.