Boys Arnold & Co’s Vanguard Morningstar 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 San Francisco, California $617B AUM 30.33% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

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

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

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

Boys Arnold & Co's VO Position: Q2 2020 in Review

Boys Arnold & Co sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2020, closing a stake of 30,384 shares — an estimated $1M sold.

Boys Arnold & Co first reported a position in VO in Q4 2017 and held it in 10 quarters. The position peaked at $1M in Q1 2020. 1,053 funds tracked by Wall St. Rank hold VO as of Q2 2020.

Boys Arnold & Co reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Boys Arnold & Co sold 30,384 Vanguard Morningstar Mid-Cap ETF shares in Q2 2020, an estimated $1M.
Boys Arnold & Co first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and held it in 10 quarters.
Boys Arnold & Co's Vanguard Morningstar Mid-Cap ETF position peaked at $1M in Q1 2020.
1,053 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.