Aevitas Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Aevitas Wealth Management’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
2019 Q2	–	Sell	-812	Closed	-$32K	–	338
2019 Q1	$32K	Hold	812	–	–	0.03%	215
2018 Q4	$28K	Sell	812 -292	-26%	-$11K	0.03%	218
2018 Q3	$45K	Hold	1,104	–	–	0.04%	208
2018 Q2	$43K	Buy	1,104 +4	+0.4%	+$157	0.04%	210
2018 Q1	$42K	Buy	1,100 +4	+0.4%	+$157	0.04%	194
2017 Q4	$42K	Buy	+1,096	New	+$41.4K	0.04%	196

Other funds holding VO

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Aevitas Wealth Management's VO Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2019, closing a stake of 812 shares — an estimated $32K sold.

Aevitas Wealth Management first reported a position in VO in Q4 2017 and held it in 6 quarters. The position peaked at $45K in Q3 2018. 889 funds tracked by Wall St. Rank hold VO as of Q2 2019.

Aevitas Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 812 Vanguard Mid-Cap ETF shares in Q2 2019, an estimated $32K.
Aevitas Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Vanguard Mid-Cap ETF position peaked at $45K in Q3 2018.
889 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.