Wolff Wiese Magana’s Vanguard Mid-Cap ETF VO Stock Holding History

Wolff Wiese Magana’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	$7.41K	Hold	92	–	–	﹤0.01%	556
2026 Q1	$6.61K	Hold	92	–	–	﹤0.01%	544
2025 Q4	$6.68K	Hold	92	–	–	﹤0.01%	524
2025 Q3	$6.76K	Hold	92	–	–	﹤0.01%	529
2025 Q2	$6.44K	Hold	92	–	–	﹤0.01%	511
2025 Q1	$5.95K	Hold	92	–	–	﹤0.01%	510
2024 Q4	$6.08K	Hold	92	–	–	﹤0.01%	510
2024 Q3	$6.07K	Hold	92	–	–	﹤0.01%	535
2024 Q2	$5.57K	Hold	92	–	–	﹤0.01%	413
2024 Q1	$5.75K	Hold	92	–	–	0.01%	373
2023 Q4	$5.35K	Buy	+92	New	+$4.92K	0.01%	370
2021 Q2	–	Sell	-48	Closed	-$3K	–	890
2021 Q1	$3K	Buy	+48	New	+$2.6K	﹤0.01%	656

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return