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

Edge 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
2020 Q2	–	Sell	-104	Closed	-$3K	–	715
2020 Q1	$3K	Hold	104	–	–	﹤0.01%	525
2019 Q4	$5K	Hold	104	–	–	﹤0.01%	496
2019 Q3	$4K	Hold	104	–	–	﹤0.01%	501
2019 Q2	$4K	Hold	104	–	–	﹤0.01%	507
2019 Q1	$4K	Buy	+104	New	+$4K	﹤0.01%	493

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Edge Wealth Management's VO Position: Q2 2020 in Review

Edge Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2020, closing a stake of 104 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in VO in Q1 2019 and held it in 5 quarters. The position peaked at $5K in Q4 2019. 1,052 funds tracked by Wall St. Rank hold VO as of Q2 2020.

Edge Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Edge Wealth Management sold 104 Vanguard Mid-Cap ETF shares in Q2 2020, an estimated $3K.
Edge Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and held it in 5 quarters.
Edge Wealth Management's Vanguard Mid-Cap ETF position peaked at $5K in Q4 2019.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.