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

Burt 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
2021 Q1	–	Sell	-1,532	Closed	-$79K	–	360
2020 Q4	$79K	Hold	1,532	–	–	0.03%	148
2020 Q3	$68K	Hold	1,532	–	–	0.03%	153
2020 Q2	$63K	Hold	1,532	–	–	0.03%	162
2020 Q1	$50K	Hold	1,532	–	–	0.02%	165
2019 Q4	$68K	Hold	1,532	–	–	0.03%	155
2019 Q3	$64K	Hold	1,532	–	–	0.03%	154
2019 Q2	$64K	Hold	1,532	–	–	0.03%	152
2019 Q1	$62K	Hold	1,532	–	–	0.03%	161
2018 Q4	$53K	Hold	1,532	–	–	0.03%	170
2018 Q3	$63K	Hold	1,532	–	–	0.03%	171
2018 Q2	$60K	Hold	1,532	–	–	0.03%	163
2018 Q1	$59K	Hold	1,532	–	–	0.03%	165
2017 Q4	$59K	Sell	1,532 -20	-1%	-$755	0.04%	167
2017 Q3	$57K	Hold	1,552	–	–	0.04%	164
2017 Q2	$55K	Hold	1,552	–	–	0.04%	175
2017 Q1	$54K	Hold	1,552	–	–	0.04%	158
2016 Q4	$51K	Hold	1,552	–	–	0.05%	170
2016 Q3	$50K	Hold	1,552	–	–	0.05%	160
2016 Q2	$47K	Hold	1,552	–	–	0.05%	158
2016 Q1	$47K	Buy	1,552 +1,532	+7,660%	+$43.3K	0.04%	176
2015 Q4	$1K	Hold	20	–	–	﹤0.01%	505
2015 Q3	$1K	Hold	20	–	–	﹤0.01%	377
2015 Q2	$2K	Hold	20	–	–	﹤0.01%	352
2015 Q1	$1K	Hold	20	–	–	﹤0.01%	344
2014 Q4	$2K	Buy	+20	New	+$603	﹤0.01%	310

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Burt Wealth Advisors's VO Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2021, closing a stake of 1,532 shares — an estimated $79K sold.

Burt Wealth Advisors first reported a position in VO in Q4 2014 and held it in 25 quarters. The position peaked at $79K in Q4 2020. 1,272 funds tracked by Wall St. Rank hold VO as of Q1 2021.

Burt Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 1,532 Vanguard Mid-Cap ETF shares in Q1 2021, an estimated $79K.
Burt Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $79K in Q4 2020.
1,272 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.