FCG Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

FCG Advisors’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 Q3	–	Sell	-5,484	Closed	-$225K	–	199
2020 Q2	$225K	Buy	+5,484	New	+$210K	0.06%	149
2020 Q1	–	Sell	-9,976	Closed	-$444K	–	178
2019 Q4	$444K	Buy	9,976 +4,924	+97%	+$211K	0.13%	93
2019 Q3	$212K	Buy	5,052 +92	+2%	+$3.84K	0.06%	149
2019 Q2	$207K	Buy	+4,960	New	+$203K	0.07%	150
2017 Q3	–	Sell	-11,360	Closed	-$405K	–	143
2017 Q2	$405K	Buy	+11,360	New	+$401K	0.14%	85
2015 Q1	–	Sell	-8,480	Closed	-$262K	–	111
2014 Q4	$262K	Buy	+8,480	New	+$256K	0.13%	93

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FCG Advisors's VO Position: Q3 2020 in Review

FCG Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q3 2020, closing a stake of 5,484 shares — an estimated $225K sold.

FCG Advisors first reported a position in VO in Q4 2014 and held it in 6 quarters. The position peaked at $444K in Q4 2019. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

FCG Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
FCG Advisors sold 5,484 Vanguard Mid-Cap ETF shares in Q3 2020, an estimated $225K.
FCG Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and held it in 6 quarters.
FCG Advisors's Vanguard Mid-Cap ETF position peaked at $444K in Q4 2019.
1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.