Traverso Chambers Private Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Traverso Chambers Private Wealth Management’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
2023 Q4	$405K	Sell	6,972 -80	-1%	-$4.27K	0.1%	83
2023 Q3	$367K	Hold	7,052	–	–	0.1%	83
2023 Q2	$388K	Hold	7,052	–	–	0.1%	81
2023 Q1	$372K	Hold	7,052	–	–	0.1%	80
2022 Q4	$359K	Hold	7,052	–	–	0.1%	82
2022 Q3	$331K	Hold	7,052	–	–	0.1%	82
2022 Q2	$347K	Hold	7,052	–	–	0.12%	75
2022 Q1	$419K	Hold	7,052	–	–	0.12%	74
2021 Q4	$449K	Hold	7,052	–	–	0.13%	72
2021 Q3	$417K	Hold	7,052	–	–	0.13%	73
2021 Q2	$418K	Hold	7,052	–	–	0.13%	76
2021 Q1	$390K	Sell	7,052 -772	-10%	-$41.9K	0.13%	76
2020 Q4	$404K	Hold	7,824	–	–	0.15%	70
2020 Q3	$345K	Sell	7,824 -224	-3%	-$9.76K	0.13%	71
2020 Q2	$330K	Hold	8,048	–	–	0.14%	69
2020 Q1	$265K	Buy	8,048 +2,760	+52%	+$114K	0.12%	75
2019 Q4	$236K	Hold	5,288	–	–	0.1%	94
2019 Q3	$222K	Sell	5,288 -476	-8%	-$19.9K	0.11%	91
2019 Q2	$243K	Hold	5,764	–	–	0.12%	90
2019 Q1	$232K	Buy	+5,764	New	+$222K	0.11%	90

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Traverso Chambers Private Wealth Management's VO Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 1.1% in Q4 2023, selling an estimated $4.27K and leaving 6,972 shares worth $405K. The position accounts for 0.1% of the portfolio, ranked #83.

Traverso Chambers Private Wealth Management first reported a position in VO in Q1 2019 and has held it in 20 quarters since. The position peaked at $449K in Q4 2021. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

Traverso Chambers Private Wealth Management held 6,972 shares of Vanguard Mid-Cap ETF worth $405K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 80 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $4.27K.
Vanguard Mid-Cap ETF made up 0.1% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #83 holding.
Traverso Chambers Private Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and has held it in 20 quarters since.
Traverso Chambers Private Wealth Management's Vanguard Mid-Cap ETF position peaked at $449K in Q4 2021.
1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.