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

Concert 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
2017
Q2 		– Sell
-6,724
Closed -$223K – 432
2017
Q1 		$223K Sell
6,724
-6,392
-49% -$220K 0.05% 425
2016
Q4 		$432K Sell
13,116
-12,800
-49% -$414K 0.1% 285
2016
Q3 		$838K Sell
25,916
-1,000
-4% -$32.1K 0.1% 253
2016
Q2 		$832K Buy
26,916
+6,304
+31% +$193K 0.11% 236
2016
Q1 		$627K Buy
20,612
+3,416
+20% +$96.6K 0.08% 293
2015
Q4 		$518K Buy
17,196
+1,268
+8% +$38.7K 0.07% 350
2015
Q3 		$467K Buy
15,928
+9,052
+132% +$282K 0.06% 374
2015
Q2 		$219K Buy
+6,876
New +$223K 0.03% 611
2015
Q1 		– Sell
-7,984
Closed -$246K – 628
2014
Q4 		$246K Sell
7,984
-16,976
-68% -$512K 0.04% 522
2014
Q3 		$734K Sell
24,960
-1,160
-4% -$34.4K 0.1% 196
2014
Q2 		$741K Sell
26,120
-1,100
-4% -$31.4K 0.09% 198
2014
Q1 		$763K Sell
27,220
-952
-3% -$26.4K 0.1% 188
2013
Q4 		$777K Buy
28,172
+8,108
+40% +$216K 0.1% 181
2013
Q3 		$512K Buy
20,064
+6,400
+47% +$161K 0.07% 248
2013
Q2 		$329K Buy
+13,664
New +$324K 0.05% 321

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Concert Wealth Management's VO Position: Q2 2017 in Review

Concert Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2017, closing a stake of 6,724 shares — an estimated $223K sold.

Concert Wealth Management first reported a position in VO in Q2 2013 and held it in 15 quarters. The position peaked at $838K in Q3 2016. 637 funds tracked by Wall St. Rank hold VO as of Q2 2017.

  • Concert Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,724 Vanguard Mid-Cap ETF shares in Q2 2017, an estimated $223K.
  • Concert Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 15 quarters.
  • Concert Wealth Management's Vanguard Mid-Cap ETF position peaked at $838K in Q3 2016.
  • 637 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.