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

Holistic Financial Partners sold out of Vanguard 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. 766 funds tracked by Wall St. Rank hold VO as of Q2 2018.

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

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