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

Elite 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
2014
Q3 		– Sell
-20,932
Closed -$621K – 714
2014
Q2 		$621K Buy
20,932
+1,376
+7% +$39.3K 0.62% 46
2014
Q1 		$555K Buy
19,556
+17,920
+1,095% +$497K 0.45% 50
2013
Q4 		$45K Buy
+1,636
New +$43.6K 0.03% 175

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Elite Wealth Management's VO Position: Q3 2014 in Review

Elite Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2014, closing a stake of 20,932 shares — an estimated $621K sold.

Elite Wealth Management first reported a position in VO in Q4 2013 and held it in 3 quarters. The position peaked at $621K in Q2 2014. 316 funds tracked by Wall St. Rank hold VO as of Q3 2014.

  • Elite Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 20,932 Vanguard Mid-Cap ETF shares in Q3 2014, an estimated $621K.
  • Elite Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and held it in 3 quarters.
  • Elite Wealth Management's Vanguard Mid-Cap ETF position peaked at $621K in Q2 2014.
  • 316 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.