Transform Wealth’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Transform Wealth’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
2025 Q1	$389K	Sell	6,016 -180	-3%	-$12.1K	0.02%	192
2024 Q4	$409K	Buy	6,196 +4	+0.1%	+$272	0.02%	200
2024 Q3	$408K	Sell	6,192 -156	-2%	-$9.79K	0.03%	162
2024 Q2	$386K	Buy	6,348 +160	+3%	+$9.72K	0.03%	159
2024 Q1	$387K	Sell	6,188 -120	-2%	-$7.09K	0.04%	166
2023 Q4	$367K	Sell	6,308 -372	-6%	-$19.9K	0.04%	192
2023 Q3	$348K	Sell	6,680 -4,544	-40%	-$249K	0.04%	193
2023 Q2	$618K	Sell	11,224 -1,748	-13%	-$91.6K	0.06%	163
2023 Q1	$684K	Buy	12,972 +4,624	+55%	+$246K	0.06%	151
2022 Q4	$425K	Buy	+8,348	New	+$425K	0.05%	151

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Transform Wealth's VO Position: Q1 2025 in Review

Transform Wealth reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q1 2025, selling an estimated $12.1K and leaving 6,016 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #192.

Transform Wealth first reported a position in VO in Q4 2022 and has held it in 10 quarters since. The position peaked at $684K in Q1 2023. 2,125 funds tracked by Wall St. Rank hold VO as of Q1 2025.

Transform Wealth held 6,016 shares of Vanguard Morningstar Mid-Cap ETF worth $389K as of Q1 2025.
Transform Wealth sold 180 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $12.1K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #192 holding.
Transform Wealth first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2022 and has held it in 10 quarters since.
Transform Wealth's Vanguard Morningstar Mid-Cap ETF position peaked at $684K in Q1 2023.
2,125 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.