J.P. Turner & Co Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$201K Sell
6,820
-2,340
-26% -$72.9K 0.21% 158
2015
Q2
$291K Buy
9,160
+560
+7% +$18.2K 0.23% 152
2015
Q1
$286K Buy
8,600
+2,000
+30% +$62.9K 0.26% 121
2014
Q4
$203K Buy
+6,600
New +$199K 0.2% 165

Other funds holding VO

J.P. Turner & Co Capital Management's VO Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 26% in Q3 2015, selling an estimated $72.9K and leaving 6,820 shares worth $201K. The position accounts for 0.21% of the portfolio, ranked #158.

J.P. Turner & Co Capital Management first reported a position in VO in Q4 2014 and has held it in 4 quarters since. The position peaked at $291K in Q2 2015. 401 funds tracked by Wall St. Rank hold VO as of Q3 2015.

  • J.P. Turner & Co Capital Management held 6,820 shares of Vanguard Mid-Cap ETF worth $201K as of Q3 2015.
  • J.P. Turner & Co Capital Management sold 2,340 Vanguard Mid-Cap ETF shares in Q3 2015, an estimated $72.9K.
  • Vanguard Mid-Cap ETF made up 0.21% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #158 holding.
  • J.P. Turner & Co Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and has held it in 4 quarters since.
  • J.P. Turner & Co Capital Management's Vanguard Mid-Cap ETF position peaked at $291K in Q2 2015.
  • 401 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.