Cue Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Cue Advisory Services’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 Q4	–	Sell	-14,604	Closed	-$599K	–	133
2018 Q3	$599K	Sell	14,604 -1,168	-7%	-$47.7K	0.36%	98
2018 Q2	$622K	Sell	15,772 -600	-4%	-$23.6K	0.38%	97
2018 Q1	$631K	Sell	16,372 -8,084	-33%	-$318K	0.42%	90
2017 Q4	$946K	Sell	24,456 -2,456	-9%	-$92.7K	0.62%	54
2017 Q3	$989K	Sell	26,912 -4,708	-15%	-$170K	0.69%	50
2017 Q2	$1.13M	Sell	31,620 -2,380	-7%	-$84.1K	0.81%	40
2017 Q1	$1.18M	Buy	34,000 +760	+2%	+$26.1K	0.9%	36
2016 Q4	$1.09M	Sell	33,240 -1,192	-3%	-$38.6K	0.89%	34
2016 Q3	$1.11M	Sell	34,432 -1,680	-5%	-$53.9K	0.94%	35
2016 Q2	$1.12M	Sell	36,112 -204	-0.6%	-$6.24K	0.96%	35
2016 Q1	$1.1M	Buy	36,316 +19,760	+119%	+$559K	0.96%	33
2015 Q4	$497K	Sell	16,556 -60	-0.4%	-$1.83K	0.45%	79
2015 Q3	$485K	Sell	16,616 -1,500	-8%	-$46.8K	0.5%	76
2015 Q2	$577K	Buy	18,116 +4,436	+32%	+$144K	0.54%	81
2015 Q1	$454K	Buy	13,680 +456	+3%	+$14.3K	0.46%	88
2014 Q4	$408K	Buy	+13,224	New	+$399K	0.43%	93

Other funds holding VO

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Cue Advisory Services's VO Position: Q4 2018 in Review

Cue Advisory Services sold out of Vanguard Mid-Cap ETF (VO) in Q4 2018, closing a stake of 14,604 shares — an estimated $599K sold.

Cue Advisory Services first reported a position in VO in Q4 2014 and held it in 16 quarters. The position peaked at $1.18M in Q1 2017. 842 funds tracked by Wall St. Rank hold VO as of Q4 2018.

Cue Advisory Services reported no remaining Vanguard Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
Cue Advisory Services sold 14,604 Vanguard Mid-Cap ETF shares in Q4 2018, an estimated $599K.
Cue Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and held it in 16 quarters.
Cue Advisory Services's Vanguard Mid-Cap ETF position peaked at $1.18M in Q1 2017.
842 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2018.

Based on Cue Advisory Services's 13F filing for Q4 2018.