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ICW Investment Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

ICW Investment 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
2020
Q1 		– Sell
-2,172
Closed -$97K – 177
2019
Q4 		$97K Buy
+2,172
New +$93.3K 0.08% 129

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

ICW Investment Advisors's VO Position: Q1 2020 in Review

ICW Investment Advisors sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2020, closing a stake of 2,172 shares — an estimated $97K sold.

ICW Investment Advisors first reported a position in VO in Q4 2019 and held it in 1 quarter. The position peaked at $97K in Q4 2019. 986 funds tracked by Wall St. Rank hold VO as of Q1 2020.

  • ICW Investment Advisors reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • ICW Investment Advisors sold 2,172 Vanguard Morningstar Mid-Cap ETF shares in Q1 2020, an estimated $97K.
  • ICW Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • ICW Investment Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $97K in Q4 2019.
  • 986 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2020.

Based on ICW Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.