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Catamount Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Catamount Wealth Management’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
2018
Q1 		– Sell
-96
Closed -$4K – 195
2017
Q4 		$4K Buy
+96
New +$3.62K ﹤0.01% 169

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Catamount Wealth Management's VO Position: Q1 2018 in Review

Catamount Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2018, closing a stake of 96 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in VO in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 755 funds tracked by Wall St. Rank hold VO as of Q1 2018.

  • Catamount Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 96 Vanguard Mid-Cap ETF shares in Q1 2018, an estimated $4K.
  • Catamount Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 1 quarter.
  • Catamount Wealth Management's Vanguard Mid-Cap ETF position peaked at $4K in Q4 2017.
  • 755 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2018.

Based on Catamount Wealth Management's 13F filing for Q1 2018, filed 14 May 2018.