Icon Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Icon Wealth 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 Q1	–	Sell	-540	Closed	-$21K	–	714
2017 Q4	$21K	Buy	+540	New	+$20.4K	0.01%	605

Other funds holding VO

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Icon Wealth Partners's VO Position: Q1 2018 in Review

Icon Wealth Partners sold out of Vanguard Mid-Cap ETF (VO) in Q1 2018, closing a stake of 540 shares — an estimated $21K sold.

Icon Wealth Partners first reported a position in VO in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 755 funds tracked by Wall St. Rank hold VO as of Q1 2018.

Icon Wealth Partners reported no remaining Vanguard Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
Icon Wealth Partners sold 540 Vanguard Mid-Cap ETF shares in Q1 2018, an estimated $21K.
Icon Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 1 quarter.
Icon Wealth Partners's Vanguard Mid-Cap ETF position peaked at $21K in Q4 2017.
755 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.