Capital Planning Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Capital Planning 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
2019 Q4	–	Sell	-1,172	Closed	-$49K	–	149
2019 Q3	$49K	Buy	+1,172	New	+$49K	0.01%	133
2015 Q4	–	Sell	-14,252	Closed	-$416K	–	111
2015 Q3	$416K	Sell	14,252 -1,752	-11%	-$54.6K	0.27%	68
2015 Q2	$510K	Sell	16,004 -60	-0.4%	-$1.95K	0.3%	63
2015 Q1	$533K	Buy	+16,064	New	+$505K	0.37%	47

Other funds holding VO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Planning Advisors's VO Position: Q4 2019 in Review

Capital Planning Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2019, closing a stake of 1,172 shares — an estimated $49K sold.

Capital Planning Advisors first reported a position in VO in Q1 2015 and held it in 4 quarters. The position peaked at $533K in Q1 2015. 1,026 funds tracked by Wall St. Rank hold VO as of Q4 2019.

Capital Planning Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Capital Planning Advisors sold 1,172 Vanguard Mid-Cap ETF shares in Q4 2019, an estimated $49K.
Capital Planning Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2015 and held it in 4 quarters.
Capital Planning Advisors's Vanguard Mid-Cap ETF position peaked at $533K in Q1 2015.
1,026 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.