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WealthPLAN Partners’s Vanguard 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 $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return