WestHill Financial Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

WestHill Financial Advisors’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
2023 Q4	–	Sell	-844	Closed	-$44K	–	111
2023 Q3	$44K	Hold	844	–	–	0.01%	85
2023 Q2	$46.5K	Hold	844	–	–	0.01%	85
2023 Q1	$44.6K	Hold	844	–	–	0.01%	83
2022 Q4	$43.1K	Hold	844	–	–	0.01%	87
2022 Q3	$40K	Hold	844	–	–	0.01%	81
2022 Q2	$42K	Hold	844	–	–	0.01%	83
2022 Q1	$50K	Hold	844	–	–	0.01%	88
2021 Q4	$54K	Hold	844	–	–	0.02%	90
2021 Q3	$50K	Buy	+844	New	+$51K	0.02%	76
2021 Q1	$47K	Hold	844	–	–	0.02%	67
2020 Q4	$44K	Buy	+844	New	+$40.9K	0.02%	68

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WestHill Financial Advisors's VO Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2023, closing a stake of 844 shares — an estimated $44K sold.

WestHill Financial Advisors first reported a position in VO in Q4 2020 and held it in 11 quarters. The position peaked at $54K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold VO as of Q4 2023.

WestHill Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 844 Vanguard Morningstar Mid-Cap ETF shares in Q4 2023, an estimated $44K.
WestHill Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $54K in Q4 2021.
1,832 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.