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CFM Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-2,100
Closed -$86K – 442
2020
Q2 		$86K Hold
2,100
– – 0.03% 218
2020
Q1 		$69K Hold
2,100
– – 0.03% 232
2019
Q4 		$96K Buy
+2,100
New +$90.2K 0.04% 216

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CFM Wealth Partners's VO Position: Q3 2020 in Review

CFM Wealth Partners sold out of Vanguard Mid-Cap ETF (VO) in Q3 2020, closing a stake of 2,100 shares — an estimated $86K sold.

CFM Wealth Partners first reported a position in VO in Q4 2019 and held it in 3 quarters. The position peaked at $96K in Q4 2019. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

  • CFM Wealth Partners reported no remaining Vanguard Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 2,100 Vanguard Mid-Cap ETF shares in Q3 2020, an estimated $86K.
  • CFM Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Vanguard Mid-Cap ETF position peaked at $96K in Q4 2019.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.