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Waterway Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Waterway 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
2026
Q2 		– Sell
-3,264
Closed -$234K – 103
2026
Q1 		$234K Buy
+3,264
New +$243K 0.05% 86

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Waterway Wealth Management's VO Position: Q2 2026 in Review

Waterway Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2026, closing a stake of 3,264 shares — an estimated $234K sold.

Waterway Wealth Management first reported a position in VO in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Waterway Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Waterway Wealth Management sold 3,264 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $234K.
  • Waterway Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Waterway Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $234K in Q1 2026.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.