1834 Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

1834 Investment 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
2020 Q3	–	Sell	-692	Closed	-$28K	–	472
2020 Q2	$28K	Buy	+692	New	+$26.5K	﹤0.01%	276
2018 Q2	–	Sell	-936	Closed	-$36K	–	468
2018 Q1	$36K	Buy	+936	New	+$36.9K	0.01%	300

Other funds holding VO

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

1834 Investment Advisors's VO Position: Q3 2020 in Review

1834 Investment Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2020, closing a stake of 692 shares — an estimated $28K sold.

1834 Investment Advisors first reported a position in VO in Q1 2018 and held it in 2 quarters. The position peaked at $36K in Q1 2018. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

1834 Investment Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
1834 Investment Advisors sold 692 Vanguard Mid-Cap ETF shares in Q3 2020, an estimated $28K.
1834 Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and held it in 2 quarters.
1834 Investment Advisors's Vanguard Mid-Cap ETF position peaked at $36K in Q1 2018.
1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.