Global Financial Private Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Global Financial Private 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
2020 Q2	$252K	Sell	6,160 -48	-0.8%	-$1.84K	0.02%	222
2020 Q1	$205K	Buy	6,208 +1,840	+42%	+$76.2K	0.01%	229
2019 Q4	$195K	Sell	4,368 -92	-2%	-$3.95K	0.01%	249
2019 Q3	$187K	Buy	4,460 +3,960	+792%	+$165K	0.01%	246
2019 Q2	$21K	Sell	500 -10,816	-96%	-$443K	﹤0.01%	342
2019 Q1	$456K	Buy	11,316 +924	+9%	+$35.5K	0.02%	299
2018 Q4	$359K	Sell	10,392 -3,864	-27%	-$145K	0.02%	283
2018 Q3	$585K	Buy	14,256 +2,100	+17%	+$85.7K	0.02%	361
2018 Q2	$479K	Buy	12,156 +1,320	+12%	+$51.8K	0.02%	387
2018 Q1	$418K	Sell	10,836 -1,016	-9%	-$40K	0.01%	386
2017 Q4	$459K	Sell	11,852 -116,108	-91%	-$4.38M	0.02%	356
2017 Q3	$4.7M	Buy	127,960 +71,716	+128%	+$2.59M	0.17%	94
2017 Q2	$2M	Sell	56,244 -3,204	-5%	-$113K	0.1%	114
2017 Q1	$2.07M	Buy	+59,448	New	+$2.04M	0.1%	99

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

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

Global Financial Private Capital's VO Position: Q2 2020 in Review

Global Financial Private Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.77% in Q2 2020, selling an estimated $1.84K and leaving 6,160 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #222.

Global Financial Private Capital first reported a position in VO in Q1 2017 and has held it in 14 quarters since. The position peaked at $4.7M in Q3 2017. 1,053 funds tracked by Wall St. Rank hold VO as of Q2 2020.

Global Financial Private Capital held 6,160 shares of Vanguard Morningstar Mid-Cap ETF worth $252K as of Q2 2020.
Global Financial Private Capital sold 48 Vanguard Morningstar Mid-Cap ETF shares in Q2 2020, an estimated $1.84K.
Vanguard Morningstar Mid-Cap ETF made up 0.02% of Global Financial Private Capital's portfolio in Q2 2020, its #222 holding.
Global Financial Private Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2017 and has held it in 14 quarters since.
Global Financial Private Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $4.7M in Q3 2017.
1,053 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.