American Investment Services’s Vanguard Mid-Cap ETF VO Stock Holding History

American Investment Services’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 Q3	–	Sell	-7,784	Closed	-$325K	–	138
2019 Q2	$325K	Sell	7,784 -2,548	-25%	-$104K	0.1%	108
2019 Q1	$415K	Sell	10,332 -1,552	-13%	-$59.7K	0.13%	96
2018 Q4	$411K	Buy	11,884 +820	+7%	+$30.8K	0.15%	85
2018 Q3	$454K	Buy	11,064 +200	+2%	+$8.16K	0.15%	80
2018 Q2	$428K	Buy	10,864 +1,300	+14%	+$51K	0.15%	81
2018 Q1	$369K	Buy	9,564 +260	+3%	+$10.2K	0.13%	86
2017 Q4	$360K	Sell	9,304 -512	-5%	-$19.3K	0.13%	83
2017 Q3	$361K	Buy	9,816 +2,704	+38%	+$97.5K	0.14%	80
2017 Q2	$253K	Buy	+7,112	New	+$251K	0.1%	96

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

American Investment Services's VO Position: Q3 2019 in Review

American Investment Services sold out of Vanguard Mid-Cap ETF (VO) in Q3 2019, closing a stake of 7,784 shares — an estimated $325K sold.

American Investment Services first reported a position in VO in Q2 2017 and held it in 9 quarters. The position peaked at $454K in Q3 2018. 887 funds tracked by Wall St. Rank hold VO as of Q3 2019.

American Investment Services reported no remaining Vanguard Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
American Investment Services sold 7,784 Vanguard Mid-Cap ETF shares in Q3 2019, an estimated $325K.
American Investment Services first reported a position in Vanguard Mid-Cap ETF in Q2 2017 and held it in 9 quarters.
American Investment Services's Vanguard Mid-Cap ETF position peaked at $454K in Q3 2018.
887 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2019.

Based on American Investment Services's 13F filing for Q3 2019, filed 8 Nov 2019.