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WealthPLAN Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

WealthPLAN 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
2024
Q2 		– Sell
-8,460
Closed -$528K – 323
2024
Q1 		$528K Buy
8,460
+484
+6% +$28.6K 0.05% 201
2023
Q4 		$464K Sell
7,976
-640
-7% -$34.2K 0.05% 224
2023
Q3 		$449K Buy
8,616
+624
+8% +$34.2K 0.05% 214
2023
Q2 		$440K Buy
7,992
+16
+0.2% +$839 0.06% 203
2023
Q1 		$421K Sell
7,976
-604
-7% -$32.1K 0.05% 218
2022
Q4 		$477K Buy
+8,580
New +$437K 0.03% 262
2022
Q1 		$540K Buy
9,880
+356
+4% +$20.9K 0.04% 241
2021
Q4 		$559K Sell
9,524
-1,508
-14% -$94.5K 0.04% 242
2021
Q3 		$695K Buy
11,032
+6,992
+173% +$423K 0.05% 212
2021
Q2 		$246K Buy
+4,040
New +$234K 0.02% 316
2018
Q4 		– Sell
-6,640
Closed -$245K – 276
2018
Q3 		$245K Hold
6,640
– – 0.04% 208
2018
Q2 		$262K Hold
6,640
– – 0.05% 203
2018
Q1 		$256K Buy
+6,640
New +$261K 0.06% 228
2016
Q3 		$78.1K Sell
2,440
-2,128
-47% -$68.3K 0.03% 264
2016
Q2 		$75.5K Buy
+4,568
New +$140K 0.01% 722
2015
Q4 		$69.8K Buy
+6,960
New +$212K 0.01% 533
2015
Q2 		$59K Hold
1,848
– – 0.03% 162
2015
Q1 		$61K Buy
+1,848
New +$58.1K 0.03% 221

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's VO Position: Q2 2024 in Review

WealthPLAN Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2024, closing a stake of 8,460 shares — an estimated $528K sold.

WealthPLAN Partners first reported a position in VO in Q1 2015 and held it in 18 quarters. The position peaked at $695K in Q3 2021. 1,886 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • WealthPLAN Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 8,460 Vanguard Morningstar Mid-Cap ETF shares in Q2 2024, an estimated $528K.
  • WealthPLAN Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and held it in 18 quarters.
  • WealthPLAN Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $695K in Q3 2021.
  • 1,886 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.