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Twin City Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History

Twin City Private 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
Q3 		– Sell
-60
Closed -$3.65K – 104
2024
Q2 		$3.65K Buy
+60
New +$3.65K ﹤0.01% 92

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Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
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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

Twin City Private Wealth's VO Position: Q3 2024 in Review

Twin City Private Wealth sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 60 shares — an estimated $3.65K sold.

Twin City Private Wealth first reported a position in VO in Q2 2024 and held it in 1 quarter. The position peaked at $3.65K in Q2 2024. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Twin City Private Wealth reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Twin City Private Wealth sold 60 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $3.65K.
  • Twin City Private Wealth first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Twin City Private Wealth's Vanguard Mid-Cap ETF position peaked at $3.65K in Q2 2024.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Twin City Private Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.