WAP
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Wealthcare Advisory Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Wealthcare Advisory Partners’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 		$17.4M Sell
216,504
-1,536
-0.7% -$119K 0.33% 62
2026
Q1 		$15.7M Buy
218,040
+1,536
+0.7% +$114K 0.3% 73
2025
Q4 		$15.7M Sell
216,504
-5,532
-2% -$402K 0.31% 70
2025
Q3 		$16.3M Buy
222,036
+3,344
+2% +$240K 0.34% 57
2025
Q2 		$15.3M Buy
218,692
+34,404
+19% +$2.26M 0.35% 59
2025
Q1 		$11.9M Buy
184,288
+20,660
+13% +$1.39M 0.32% 65
2024
Q4 		$10.8M Buy
163,628
+1,368
+0.8% +$92.9K 0.3% 68
2024
Q3 		$10.7M Sell
162,260
-3,292
-2% -$207K 0.3% 66
2024
Q2 		$10M Sell
165,552
-2,844
-2% -$173K 0.31% 60
2024
Q1 		$10.5M Buy
168,396
+11,184
+7% +$661K 0.34% 55
2023
Q4 		$9.14M Buy
157,212
+32,256
+26% +$1.72M 0.36% 55
2023
Q3 		$6.51M Sell
124,956
-3,476
-3% -$191K 0.3% 65
2023
Q2 		$7.07M Sell
128,432
-32,576
-20% -$1.71M 0.32% 63
2023
Q1 		$8.49M Buy
161,008
+36,932
+30% +$1.96M 0.36% 54
2022
Q4 		$6.32M Sell
124,076
-81,408
-40% -$4.15M 0.3% 64
2022
Q3 		$9.66M Buy
205,484
+134,144
+188% +$7.01M 0.55% 41
2022
Q2 		$3.51M Buy
71,340
+24,464
+52% +$1.32M 0.21% 78
2022
Q1 		$2.79M Buy
46,876
+976
+2% +$57.3K 0.17% 75
2021
Q4 		$2.92M Sell
45,900
-2,032
-4% -$127K 0.17% 73
2021
Q3 		$2.84M Sell
47,932
-36
-0.1% -$2.17K 0.19% 76
2021
Q2 		$2.85M Buy
47,968
+1,024
+2% +$59.3K 0.19% 76
2021
Q1 		$2.6M Buy
46,944
+164
+0.4% +$8.9K 0.19% 73
2020
Q4 		$2.42M Buy
46,780
+7,616
+19% +$369K 0.21% 66
2020
Q3 		$1.73M Buy
39,164
+584
+2% +$25.4K 0.19% 74
2020
Q2 		$1.58M Sell
38,580
-2,056
-5% -$78.8K 0.2% 68
2020
Q1 		$1.34M Sell
40,636
-54,596
-57% -$2.26M 0.2% 68
2019
Q4 		$4.24M Buy
95,232
+160
+0.2% +$6.87K 0.54% 29
2019
Q3 		$3.98M Buy
95,072
+616
+0.7% +$25.7K 0.58% 28
2019
Q2 		$3.95M Buy
94,456
+600
+0.6% +$24.6K 0.63% 27
2019
Q1 		$3.77M Sell
93,856
-4,728
-5% -$182K 0.64% 27
2018
Q4 		$3.41M Buy
98,584
+70,276
+248% +$2.64M 0.66% 27
2018
Q3 		$1.16M Buy
28,308
+412
+1% +$16.8K 0.21% 65
2018
Q2 		$1.1M Buy
27,896
+904
+3% +$35.5K 0.22% 66
2018
Q1 		$1.04M Buy
26,992
+6,288
+30% +$248K 0.24% 58
2017
Q4 		$801K Buy
20,704
+2,384
+13% +$90K 0.21% 64
2017
Q3 		$673K Buy
+18,320
New +$661K 0.2% 63

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return