Appropriate Balance Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Appropriate Balance Financial 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
2017 Q3	$39.7K	Buy	23,336 +2,356	+11%	+$85K	1.97%	12
2017 Q2	$36.8K	Buy	20,980 +2,520	+14%	+$89K	1.87%	12
2017 Q1	$33.1K	Sell	18,460 -96,168	-84%	-$3.3M	1.66%	12
2016 Q4	$3.77M	Buy	114,628 +15,912	+16%	+$515K	2.31%	11
2016 Q3	$3.19M	Buy	98,716 +8,520	+9%	+$273K	2.05%	11
2016 Q2	$2.79M	Buy	90,196 +26,788	+42%	+$819K	1.84%	11
2016 Q1	$1.92M	Buy	63,408 +12,808	+25%	+$362K	1.33%	9
2015 Q4	$1.52M	Buy	+50,600	New	+$1.54M	1.05%	8

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

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

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

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Appropriate Balance Financial Services's VO Position: Q3 2017 in Review

Appropriate Balance Financial Services increased its Vanguard Mid-Cap ETF (VO) stake by 11% in Q3 2017, buying an estimated $85K and bringing the position to 23,336 shares worth $39.7K. The position accounts for 1.97% of the portfolio, ranked #12.

Appropriate Balance Financial Services first reported a position in VO in Q4 2015 and has held it in 8 quarters since. The position peaked at $3.77M in Q4 2016. 641 funds tracked by Wall St. Rank hold VO as of Q3 2017.

Appropriate Balance Financial Services held 23,336 shares of Vanguard Mid-Cap ETF worth $39.7K as of Q3 2017.
Appropriate Balance Financial Services bought 2,356 Vanguard Mid-Cap ETF shares in Q3 2017, an estimated $85K.
Vanguard Mid-Cap ETF made up 1.97% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #12 holding.
Appropriate Balance Financial Services first reported a position in Vanguard Mid-Cap ETF in Q4 2015 and has held it in 8 quarters since.
Appropriate Balance Financial Services's Vanguard Mid-Cap ETF position peaked at $3.77M in Q4 2016.
641 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.