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

Guidant Wealth 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
2019 Q2	–	Sell	-2,000	Closed	-$80K	–	263
2019 Q1	$80K	Hold	2,000	–	–	0.03%	154
2018 Q4	$69K	Buy	+2,000	New	+$75.1K	0.03%	110
2017 Q3	–	Sell	-2,000	Closed	-$71K	–	233
2017 Q2	$71K	Hold	2,000	–	–	0.04%	96
2017 Q1	$68K	Sell	2,000 -5,300	-73%	-$182K	0.04%	100
2016 Q4	$245K	Buy	7,300 +5,300	+265%	+$172K	0.14%	62
2016 Q3	$64K	Buy	+2,000	New	+$64.2K	0.04%	89

Other funds holding VO

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

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

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

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

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

Guidant Wealth Advisors's VO Position: Q2 2019 in Review

Guidant Wealth Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q2 2019, closing a stake of 2,000 shares — an estimated $80K sold.

Guidant Wealth Advisors first reported a position in VO in Q3 2016 and held it in 6 quarters. The position peaked at $245K in Q4 2016. 889 funds tracked by Wall St. Rank hold VO as of Q2 2019.

Guidant Wealth Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 2,000 Vanguard Mid-Cap ETF shares in Q2 2019, an estimated $80K.
Guidant Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q3 2016 and held it in 6 quarters.
Guidant Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $245K in Q4 2016.
889 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2019.

Based on Guidant Wealth Advisors's 13F filing for Q2 2019, filed 18 Jul 2019.