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Family Capital Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Family Capital Trust’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
-400
Closed -$16K – 62
2018
Q3 		$16K Buy
+400
New +$16.3K 0.01% 57

Other funds holding VO

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Creative Planning
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Family Capital Trust's VO Position: Q4 2018 in Review

Family Capital Trust sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2018, closing a stake of 400 shares — an estimated $16K sold.

Family Capital Trust first reported a position in VO in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 843 funds tracked by Wall St. Rank hold VO as of Q4 2018.

  • Family Capital Trust reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Family Capital Trust sold 400 Vanguard Morningstar Mid-Cap ETF shares in Q4 2018, an estimated $16K.
  • Family Capital Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Family Capital Trust's Vanguard Morningstar Mid-Cap ETF position peaked at $16K in Q3 2018.
  • 843 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2018.

Based on Family Capital Trust's 13F filing for Q4 2018, filed 18 Jan 2019.