BAC
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Boys Arnold & Co’s Vanguard Mid-Cap ETF VO Stock Holding History

Boys Arnold & Co’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
Q2 		– Sell
-30,384
Closed -$1M – 212
2020
Q1 		$1M Buy
30,384
+15,788
+108% +$654K 0.18% 115
2019
Q4 		$650K Buy
14,596
+792
+6% +$34K 0.09% 169
2019
Q3 		$576K Buy
13,804
+36
+0.3% +$1.5K 0.09% 181
2019
Q2 		$575K Sell
13,768
-3,044
-18% -$125K 0.08% 186
2019
Q1 		$676K Buy
16,812
+1,128
+7% +$43.4K 0.1% 168
2018
Q4 		$536K Buy
15,684
+6,640
+73% +$249K 0.09% 181
2018
Q3 		$370K Hold
9,044
– – 0.05% 223
2018
Q2 		$356K Hold
9,044
– – 0.05% 230
2018
Q1 		$351K Buy
9,044
+1,740
+24% +$68.5K 0.05% 236
2017
Q4 		$283K Buy
+7,304
New +$276K 0.04% 249

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return