LBA Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

LBA Wealth 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
2017 Q1	$15K	Buy	420 +240	+133%	+$8.24K	0.01%	293
2016 Q4	$6K	Hold	180	–	–	﹤0.01%	358
2016 Q3	$6K	Hold	180	–	–	﹤0.01%	363
2016 Q2	$6K	Hold	180	–	–	﹤0.01%	352
2016 Q1	$5K	Hold	180	–	–	﹤0.01%	354
2015 Q4	$5K	Hold	180	–	–	﹤0.01%	345
2015 Q3	$5K	Hold	180	–	–	﹤0.01%	290
2015 Q2	$6K	Hold	180	–	–	﹤0.01%	269
2015 Q1	$6K	Hold	180	–	–	﹤0.01%	267
2014 Q4	$6K	Hold	180	–	–	﹤0.01%	251
2014 Q3	$5K	Hold	180	–	–	﹤0.01%	344
2014 Q2	$5K	Hold	180	–	–	﹤0.01%	231
2014 Q1	$5K	Hold	180	–	–	﹤0.01%	227
2013 Q4	$5K	Buy	+180	New	+$4.79K	﹤0.01%	243

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LBA Wealth Management's VO Position: Q1 2017 in Review

LBA Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 133% in Q1 2017, buying an estimated $8.24K and bringing the position to 420 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #293.

LBA Wealth Management first reported a position in VO in Q4 2013 and has held it in 14 quarters since. 614 funds tracked by Wall St. Rank hold VO as of Q1 2017.

LBA Wealth Management held 420 shares of Vanguard Mid-Cap ETF worth $15K as of Q1 2017.
LBA Wealth Management bought 240 Vanguard Mid-Cap ETF shares in Q1 2017, an estimated $8.24K.
Vanguard Mid-Cap ETF made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #293 holding.
LBA Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and has held it in 14 quarters since.
614 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.