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

Blue Zone 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
2020 Q1	–	Sell	-40,012	Closed	-$1.78M	–	55
2019 Q4	$1.78M	Buy	+40,012	New	+$1.72M	1.15%	20

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Blue Zone Wealth Advisors's VO Position: Q1 2020 in Review

Blue Zone Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2020, closing a stake of 40,012 shares — an estimated $1.78M sold.

Blue Zone Wealth Advisors first reported a position in VO in Q4 2019 and held it in 1 quarter. The position peaked at $1.78M in Q4 2019. 986 funds tracked by Wall St. Rank hold VO as of Q1 2020.

Blue Zone Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Blue Zone Wealth Advisors sold 40,012 Vanguard Mid-Cap ETF shares in Q1 2020, an estimated $1.78M.
Blue Zone Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
Blue Zone Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $1.78M in Q4 2019.
986 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2020.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.