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Ipswich Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-900
Closed -$31K – 380
2018
Q4 		$31K Buy
+900
New +$33.8K 0.01% 310
2016
Q2 		– Sell
-900
Closed -$27K – 320
2016
Q1 		$27K Buy
+900
New +$25.5K 0.01% 275

Other funds holding VO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ipswich Investment Management's VO Position: Q1 2019 in Review

Ipswich Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2019, closing a stake of 900 shares — an estimated $31K sold.

Ipswich Investment Management first reported a position in VO in Q1 2016 and held it in 2 quarters. The position peaked at $31K in Q4 2018. 862 funds tracked by Wall St. Rank hold VO as of Q1 2019.

  • Ipswich Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 900 Vanguard Mid-Cap ETF shares in Q1 2019, an estimated $31K.
  • Ipswich Investment Management first reported a position in Vanguard Mid-Cap ETF in Q1 2016 and held it in 2 quarters.
  • Ipswich Investment Management's Vanguard Mid-Cap ETF position peaked at $31K in Q4 2018.
  • 862 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.