Unionview LLC’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Unionview LLC’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	$499K	Sell	7,556 -232	-3%	-$15.8K	0.37%	42
2024 Q3	$514K	Buy	7,788 +56	+0.7%	+$3.52K	0.4%	44
2024 Q2	$468K	Buy	7,732 +508	+7%	+$30.9K	0.38%	44
2024 Q1	$451K	Buy	7,224 +28	+0.4%	+$1.66K	0.37%	47
2023 Q4	$419K	Sell	7,196 -264	-4%	-$14.1K	0.38%	44
2023 Q3	$388K	Sell	7,460 -28	-0.4%	-$1.54K	0.37%	46
2023 Q2	$412K	Sell	7,488 -160	-2%	-$8.39K	0.38%	47
2023 Q1	$403K	Buy	7,648 +32	+0.4%	+$1.7K	0.38%	47
2022 Q4	$388K	Buy	7,616 +172	+2%	+$8.76K	0.39%	49
2022 Q3	$350K	Buy	7,444 +284	+4%	+$14.8K	0.4%	48
2022 Q2	$353K	Buy	7,160 +252	+4%	+$13.6K	0.39%	49
2022 Q1	$411K	Buy	6,908 +1,984	+40%	+$116K	0.38%	51
2021 Q4	$314K	Buy	+4,924	New	+$309K	0.29%	61

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Unionview LLC's VO Position: Q4 2024 in Review

Unionview LLC reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3% in Q4 2024, selling an estimated $15.8K and leaving 7,556 shares worth $499K. The position accounts for 0.37% of the portfolio, ranked #42.

Unionview LLC first reported a position in VO in Q4 2021 and has held it in 13 quarters since. The position peaked at $514K in Q3 2024. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.

Unionview LLC held 7,556 shares of Vanguard Morningstar Mid-Cap ETF worth $499K as of Q4 2024.
Unionview LLC sold 232 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $15.8K.
Vanguard Morningstar Mid-Cap ETF made up 0.37% of Unionview LLC's portfolio in Q4 2024, its #42 holding.
Unionview LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $514K in Q3 2024.
2,137 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.