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

Valley Wealth Managers’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
2026 Q1	$6.89K	Hold	96	–	–	﹤0.01%	283
2025 Q4	$6.96K	Hold	96	–	–	﹤0.01%	296
2025 Q3	$7.05K	Hold	96	–	–	﹤0.01%	272
2025 Q2	$6.72K	Hold	96	–	–	﹤0.01%	257
2025 Q1	$6.21K	Hold	96	–	–	﹤0.01%	290
2024 Q4	$6.34K	Hold	96	–	–	﹤0.01%	306
2024 Q3	$6.33K	Hold	96	–	–	﹤0.01%	310
2024 Q2	$5.81K	Hold	96	–	–	﹤0.01%	301
2024 Q1	$6K	Sell	96 -64	-40%	-$3.78K	﹤0.01%	265
2023 Q4	$9.31K	Hold	160	–	–	﹤0.01%	273
2023 Q3	$8.33K	Hold	160	–	–	﹤0.01%	294
2023 Q2	$8.81K	Hold	160	–	–	﹤0.01%	276
2023 Q1	$8.44K	Hold	160	–	–	﹤0.01%	293
2022 Q4	$8.15K	Hold	160	–	–	﹤0.01%	308
2022 Q3	$8K	Hold	160	–	–	﹤0.01%	333
2022 Q2	$8K	Buy	+160	New	+$8.64K	﹤0.01%	343
2017 Q2	–	Sell	-700	Closed	-$24K	–	173
2017 Q1	$24K	Buy	700 +448	+178%	+$15.4K	﹤0.01%	157
2016 Q4	$8K	Buy	+252	New	+$8.16K	﹤0.01%	183

Other funds holding VO

Wells Fargo San Francisco, California $501B 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Envestnet Asset Management

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return