Apriem Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Apriem 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
2018 Q3	–	Sell	-1,100	Closed	-$43K	–	379
2018 Q2	$43K	Buy	+1,100	New	+$43.2K	0.01%	257
2017 Q2	–	Sell	-1,300	Closed	-$45K	–	539
2017 Q1	$45K	Buy	1,300 +100	+8%	+$3.44K	0.01%	247
2016 Q4	$39K	Hold	1,200	–	–	0.01%	262
2016 Q3	$39K	Hold	1,200	–	–	0.01%	250
2016 Q2	$37K	Hold	1,200	–	–	0.01%	263
2016 Q1	$36K	Sell	1,200 -4,000	-77%	-$113K	0.01%	243
2015 Q4	$156K	Hold	5,200	–	–	0.06%	112
2015 Q3	$152K	Hold	5,200	–	–	0.06%	112
2015 Q2	$166K	Hold	5,200	–	–	0.06%	107
2015 Q1	$173K	Hold	5,200	–	–	0.06%	109
2014 Q4	$161K	Hold	5,200	–	–	0.06%	104
2014 Q3	$153K	Buy	+5,200	New	+$154K	0.06%	114
2014 Q2	–	Sell	-5,600	Closed	-$160K	–	509
2014 Q1	$159K	Hold	5,600	–	–	0.06%	128
2013 Q4	$154K	Hold	5,600	–	–	0.06%	123
2013 Q3	$143K	Sell	5,600 -2,400	-30%	-$60.2K	0.06%	121
2013 Q2	$190K	Buy	+8,000	New	+$190K	0.09%	105

Other funds holding VO

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Apriem Advisors's VO Position: Q3 2018 in Review

Apriem Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2018, closing a stake of 1,100 shares — an estimated $43K sold.

Apriem Advisors first reported a position in VO in Q2 2013 and held it in 16 quarters. The position peaked at $190K in Q2 2013. 769 funds tracked by Wall St. Rank hold VO as of Q3 2018.

Apriem Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,100 Vanguard Morningstar Mid-Cap ETF shares in Q3 2018, an estimated $43K.
Apriem Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and held it in 16 quarters.
Apriem Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $190K in Q2 2013.
769 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.