Forte Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

Forte Capital’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 Q1	–	Sell	-14,804	Closed	-$572K	–	160
2017 Q4	$572K	Buy	14,804 +360	+2%	+$13.6K	0.17%	105
2017 Q3	$531K	Buy	14,444 +536	+4%	+$19.3K	0.17%	105
2017 Q2	$496K	Buy	13,908 +2,544	+22%	+$89.9K	0.16%	105
2017 Q1	$396K	Buy	11,364 +3,216	+39%	+$110K	0.14%	117
2016 Q4	$268K	Buy	+8,148	New	+$264K	0.1%	133
2016 Q3	–	Sell	-6,672	Closed	-$206K	–	148
2016 Q2	$206K	Buy	+6,672	New	+$204K	0.08%	149

Other funds holding VO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Forte Capital's VO Position: Q1 2018 in Review

Forte Capital sold out of Vanguard Mid-Cap ETF (VO) in Q1 2018, closing a stake of 14,804 shares — an estimated $572K sold.

Forte Capital first reported a position in VO in Q2 2016 and held it in 6 quarters. The position peaked at $572K in Q4 2017. 755 funds tracked by Wall St. Rank hold VO as of Q1 2018.

Forte Capital reported no remaining Vanguard Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
Forte Capital sold 14,804 Vanguard Mid-Cap ETF shares in Q1 2018, an estimated $572K.
Forte Capital first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and held it in 6 quarters.
Forte Capital's Vanguard Mid-Cap ETF position peaked at $572K in Q4 2017.
755 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2018.

Based on Forte Capital's 13F filing for Q1 2018, filed 17 Apr 2018.