WR Wealth Planners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

WR Wealth Planners’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 Q4	$19K	Buy	288 +44	+18%	+$2.99K	0.01%	470
2024 Q3	$16.1K	Hold	244	–	–	﹤0.01%	549
2024 Q2	$14.8K	Buy	244 +184	+307%	+$11.2K	﹤0.01%	505
2024 Q1	$3.75K	Buy	+60	New	+$3.55K	﹤0.01%	778
2023 Q4	–	Sell	-28	Closed	-$1.46K	–	842
2023 Q3	$1.46K	Hold	28	–	–	﹤0.01%	805
2023 Q2	$1.54K	Hold	28	–	–	﹤0.01%	797
2023 Q1	$1.48K	Sell	28 -44	-61%	-$2.34K	﹤0.01%	812
2022 Q4	$3.67K	Hold	72	–	–	﹤0.01%	358
2022 Q3	$3.38K	Hold	72	–	–	﹤0.01%	351
2022 Q2	$3.54K	Buy	72 +44	+157%	+$2.38K	﹤0.01%	376
2022 Q1	$1.67K	Buy	+28	New	+$1.64K	﹤0.01%	438

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WR Wealth Planners's VO Position: Q4 2024 in Review

WR Wealth Planners increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 18% in Q4 2024, buying an estimated $2.99K and bringing the position to 288 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #470.

WR Wealth Planners first reported a position in VO in Q1 2022 and has held it in 11 quarters since. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.

WR Wealth Planners held 288 shares of Vanguard Morningstar Mid-Cap ETF worth $19K as of Q4 2024.
WR Wealth Planners bought 44 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $2.99K.
Vanguard Morningstar Mid-Cap ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #470 holding.
WR Wealth Planners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2022 and has held it in 11 quarters since.
2,137 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.