Gupta Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Gupta Wealth Management’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
2016 Q1	$528K	Sell	17,412 -484	-3%	-$13.7K	0.12%	142
2015 Q4	$537K	Sell	17,896 -15,088	-46%	-$460K	0.14%	139
2015 Q3	$962K	Sell	32,984 -328	-1%	-$10.2K	0.23%	91
2015 Q2	$1.06M	Sell	33,312 -29,980	-47%	-$973K	0.26%	87
2015 Q1	$1.9M	Buy	+63,292	New	+$1.99M	0.56%	51

Other funds holding VO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Gupta Wealth Management's VO Position: Q1 2016 in Review

Gupta Wealth Management reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q1 2016, selling an estimated $13.7K and leaving 17,412 shares worth $528K. The position accounts for 0.12% of the portfolio, ranked #142.

Gupta Wealth Management first reported a position in VO in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.9M in Q1 2015. 458 funds tracked by Wall St. Rank hold VO as of Q1 2016.

Gupta Wealth Management held 17,412 shares of Vanguard Morningstar Mid-Cap ETF worth $528K as of Q1 2016.
Gupta Wealth Management sold 484 Vanguard Morningstar Mid-Cap ETF shares in Q1 2016, an estimated $13.7K.
Vanguard Morningstar Mid-Cap ETF made up 0.12% of Gupta Wealth Management's portfolio in Q1 2016, its #142 holding.
Gupta Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.9M in Q1 2015.
458 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.