TW
VO icon

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

TrinityPoint 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
2024
Q4 		$4.64M Buy
70,304
+1,156
+2% +$78.5K 0.65% 34
2024
Q3 		$4.56M Buy
69,148
+468
+0.7% +$29.4K 0.66% 34
2024
Q2 		$4.16M Buy
68,680
+4,860
+8% +$295K 0.65% 33
2024
Q1 		$3.99M Buy
63,820
+10,276
+19% +$607K 0.66% 33
2023
Q4 		$3.11M Buy
53,544
+1,696
+3% +$90.6K 0.56% 44
2023
Q3 		$2.7M Buy
51,848
+8,816
+20% +$483K 0.54% 51
2023
Q2 		$2.37M Buy
43,032
+19,984
+87% +$1.05M 0.46% 59
2023
Q1 		$1.22M Buy
23,048
+100
+0.4% +$5.32K 0.26% 102
2022
Q4 		$1.17M Buy
22,948
+112
+0.5% +$5.71K 0.27% 98
2022
Q3 		$1.07M Buy
22,836
+32
+0.1% +$1.67K 0.25% 104
2022
Q2 		$1.12M Sell
22,804
-11,632
-34% -$628K 0.25% 95
2022
Q1 		$2.05M Sell
34,436
-160
-0.5% -$9.39K 0.37% 65
2021
Q4 		$2.2M Sell
34,596
-17,832
-34% -$1.12M 0.39% 65
2021
Q3 		$3.1M Sell
52,428
-8,956
-15% -$541K 0.59% 47
2021
Q2 		$3.64M Buy
61,384
+528
+0.9% +$30.6K 0.74% 33
2021
Q1 		$3.37M Buy
60,856
+108
+0.2% +$5.86K 0.78% 34
2020
Q4 		$3.21M Sell
60,748
-220
-0.4% -$10.7K 0.77% 35
2020
Q3 		$2.69M Buy
60,968
+216
+0.4% +$9.41K 0.75% 34
2020
Q2 		$2.49M Sell
60,752
-3,108
-5% -$119K 0.79% 30
2020
Q1 		$2.1M Sell
63,860
-452
-0.7% -$18.7K 0.83% 27
2019
Q4 		$2.87M Buy
64,312
+332
+0.5% +$14.3K 0.97% 24
2019
Q3 		$2.75M Buy
63,980
+700
+1% +$29.3K 0.96% 25
2019
Q2 		$2.71M Sell
63,280
-312
-0.5% -$12.8K 1.3% 17
2019
Q1 		$2.56M Buy
63,592
+88
+0.1% +$3.38K 1.26% 17
2018
Q4 		$2.19M Buy
+63,504
New +$2.38M 1.35% 16

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrinityPoint Wealth's VO Position: Q4 2024 in Review

TrinityPoint Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 1.7% in Q4 2024, buying an estimated $78.5K and bringing the position to 70,304 shares worth $4.64M. The position accounts for 0.65% of the portfolio, ranked #34.

TrinityPoint Wealth first reported a position in VO in Q4 2018 and has held it in 25 quarters since. 2,136 funds tracked by Wall St. Rank hold VO as of Q4 2024.

  • TrinityPoint Wealth held 70,304 shares of Vanguard Mid-Cap ETF worth $4.64M as of Q4 2024.
  • TrinityPoint Wealth bought 1,156 Vanguard Mid-Cap ETF shares in Q4 2024, an estimated $78.5K.
  • Vanguard Mid-Cap ETF made up 0.65% of TrinityPoint Wealth's portfolio in Q4 2024, its #34 holding.
  • TrinityPoint Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • 2,136 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.