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Dragon Financial & Investment Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Dragon Financial & Investment Group’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
Q2 		– Sell
-11,828
Closed -$456K – 35
2018
Q1 		$456K Sell
11,828
-4,492
-28% -$177K 0.41% 14
2017
Q4 		$632K Buy
+16,320
New +$616K 0.56% 14

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dragon Financial & Investment Group's VO Position: Q2 2018 in Review

Dragon Financial & Investment Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2018, closing a stake of 11,828 shares — an estimated $456K sold.

Dragon Financial & Investment Group first reported a position in VO in Q4 2017 and held it in 2 quarters. The position peaked at $632K in Q4 2017. 765 funds tracked by Wall St. Rank hold VO as of Q2 2018.

  • Dragon Financial & Investment Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Dragon Financial & Investment Group sold 11,828 Vanguard Morningstar Mid-Cap ETF shares in Q2 2018, an estimated $456K.
  • Dragon Financial & Investment Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and held it in 2 quarters.
  • Dragon Financial & Investment Group's Vanguard Morningstar Mid-Cap ETF position peaked at $632K in Q4 2017.
  • 765 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2018.

Based on Dragon Financial & Investment Group's 13F filing for Q2 2018, filed 3 Aug 2018.