AmeriServ Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

AmeriServ Wealth 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
2014 Q2	–	Sell	-8,000	Closed	-$227K	–	134
2014 Q1	$227K	Sell	8,000 -13,000	-62%	-$361K	0.23%	116
2013 Q4	$578K	Sell	21,000 -200	-0.9%	-$5.33K	0.34%	87
2013 Q3	$543K	Hold	21,200	–	–	0.35%	87
2013 Q2	$504K	Buy	+21,200	New	+$503K	0.32%	90

Other funds holding VO

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

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

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

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

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AmeriServ Wealth Advisors's VO Position: Q2 2014 in Review

AmeriServ Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2014, closing a stake of 8,000 shares — an estimated $227K sold.

AmeriServ Wealth Advisors first reported a position in VO in Q2 2013 and held it in 4 quarters. The position peaked at $578K in Q4 2013. 309 funds tracked by Wall St. Rank hold VO as of Q2 2014.

AmeriServ Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2014 after selling out during the quarter.
AmeriServ Wealth Advisors sold 8,000 Vanguard Mid-Cap ETF shares in Q2 2014, an estimated $227K.
AmeriServ Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 4 quarters.
AmeriServ Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $578K in Q4 2013.
309 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2014, filed 18 Aug 2014.