Ipswich Investment Management’s Vanguard Morningstar 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Ipswich Investment Management sold out of Vanguard Morningstar 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. 863 funds tracked by Wall St. Rank hold VO as of Q1 2019.

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

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