Braun-Bostich & Associates’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Braun-Bostich & Associates’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 Q4	–	Sell	-7,900	Closed	-$348K	–	219
2020 Q3	$348K	Sell	7,900 -10,472	-57%	-$456K	0.35%	42
2020 Q2	$753K	Hold	18,372	–	–	0.74%	19
2020 Q1	$575K	Hold	18,372	–	–	0.73%	23
2019 Q4	$821K	Sell	18,372 -4,040	-18%	-$173K	0.81%	22
2019 Q3	$939K	Sell	22,412 -2,396	-10%	-$100K	1.09%	21
2019 Q2	$1.04M	Sell	24,808 -8,724	-26%	-$357K	1.08%	18
2019 Q1	$1.35M	Sell	33,532 -27,320	-45%	-$1.05M	1.4%	13
2018 Q4	$2.1M	Buy	60,852 +1,092	+2%	+$41K	2.23%	6
2018 Q3	$2.45M	Buy	59,760 +2,336	+4%	+$95.3K	2.36%	6
2018 Q2	$2.26M	Buy	57,424 +428	+0.8%	+$16.8K	2.26%	6
2018 Q1	$2.2M	Buy	56,996 +4,704	+9%	+$185K	1.9%	10
2017 Q4	$2.02M	Buy	+52,292	New	+$1.97M	1.71%	14

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Braun-Bostich & Associates's VO Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2020, closing a stake of 7,900 shares — an estimated $348K sold.

Braun-Bostich & Associates first reported a position in VO in Q4 2017 and held it in 12 quarters. The position peaked at $2.45M in Q3 2018. 1,221 funds tracked by Wall St. Rank hold VO as of Q4 2020.

Braun-Bostich & Associates reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 7,900 Vanguard Morningstar Mid-Cap ETF shares in Q4 2020, an estimated $348K.
Braun-Bostich & Associates first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and held it in 12 quarters.
Braun-Bostich & Associates's Vanguard Morningstar Mid-Cap ETF position peaked at $2.45M in Q3 2018.
1,221 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.