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Holistic Financial Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-132
Closed -$5K – 354
2018
Q1 		$5K Buy
+132
New +$5.2K ﹤0.01% 377

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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Holistic Financial Partners's VO Position: Q2 2018 in Review

Holistic Financial Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2018, closing a stake of 132 shares — an estimated $5K sold.

Holistic Financial Partners first reported a position in VO in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 765 funds tracked by Wall St. Rank hold VO as of Q2 2018.

  • Holistic Financial Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 132 Vanguard Morningstar Mid-Cap ETF shares in Q2 2018, an estimated $5K.
  • Holistic Financial Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $5K in Q1 2018.
  • 765 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.