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

Capital Wealth Planning’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	-19,092	Closed	-$628K	–	215
2020 Q1	$628K	Buy	+19,092	New	+$791K	0.04%	108
2019 Q4	–	Sell	-17,312	Closed	-$732K	–	255
2019 Q3	$732K	Buy	17,312 +612	+4%	+$25.6K	0.05%	110
2019 Q2	$698K	Buy	+16,700	New	+$683K	0.05%	105

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

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

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

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 Wealth Planning's VO Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard Mid-Cap ETF (VO) in Q2 2020, closing a stake of 19,092 shares — an estimated $628K sold.

Capital Wealth Planning first reported a position in VO in Q2 2019 and held it in 3 quarters. The position peaked at $732K in Q3 2019. 1,052 funds tracked by Wall St. Rank hold VO as of Q2 2020.

Capital Wealth Planning reported no remaining Vanguard Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 19,092 Vanguard Mid-Cap ETF shares in Q2 2020, an estimated $628K.
Capital Wealth Planning first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 3 quarters.
Capital Wealth Planning's Vanguard Mid-Cap ETF position peaked at $732K in Q3 2019.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.