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Friedenthal Financial’s Vanguard Mid-Cap ETF VO Stock Holding History

Friedenthal Financial’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
-6,076
Closed -$200K – 53
2020
Q1 		$200K Sell
6,076
-632
-9% -$26.2K 0.19% 44
2019
Q4 		$299K Buy
+6,708
New +$288K 0.23% 48
2018
Q4 		– Sell
-8,624
Closed -$354K – 66
2018
Q3 		$354K Sell
8,624
-76
-0.9% -$3.1K 0.29% 49
2018
Q2 		$343K Sell
8,700
-4,564
-34% -$179K 0.3% 51
2018
Q1 		$511K Buy
13,264
+3,360
+34% +$132K 0.43% 50
2017
Q4 		$383K Hold
9,904
– – 0.34% 50
2017
Q3 		$364K Buy
+9,904
New +$357K 0.33% 50

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Friedenthal Financial's VO Position: Q2 2020 in Review

Friedenthal Financial sold out of Vanguard Mid-Cap ETF (VO) in Q2 2020, closing a stake of 6,076 shares — an estimated $200K sold.

Friedenthal Financial first reported a position in VO in Q3 2017 and held it in 7 quarters. The position peaked at $511K in Q1 2018. 1,052 funds tracked by Wall St. Rank hold VO as of Q2 2020.

  • Friedenthal Financial reported no remaining Vanguard Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Friedenthal Financial sold 6,076 Vanguard Mid-Cap ETF shares in Q2 2020, an estimated $200K.
  • Friedenthal Financial first reported a position in Vanguard Mid-Cap ETF in Q3 2017 and held it in 7 quarters.
  • Friedenthal Financial's Vanguard Mid-Cap ETF position peaked at $511K in Q1 2018.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2020.

Based on Friedenthal Financial's 13F filing for Q2 2020, filed 29 Jul 2020.