DFIG
VO icon

Dragon Financial & Investment Group’s Vanguard 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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Dragon Financial & Investment Group sold out of Vanguard 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. 766 funds tracked by Wall St. Rank hold VO as of Q2 2018.

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

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