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Legacy Financial Strategies’s Vanguard Mid-Cap ETF VO Stock Holding History

Legacy Financial Strategies’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
2018
Q3 		– Sell
-15,304
Closed -$603K – 90
2018
Q2 		$603K Buy
15,304
+1,232
+9% +$48.4K 0.54% 24
2018
Q1 		$543K Buy
14,072
+4,560
+48% +$180K 0.53% 28
2017
Q4 		$368K Buy
+9,512
New +$359K 0.39% 54

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Financial Strategies's VO Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Vanguard Mid-Cap ETF (VO) in Q3 2018, closing a stake of 15,304 shares — an estimated $603K sold.

Legacy Financial Strategies first reported a position in VO in Q4 2017 and held it in 3 quarters. The position peaked at $603K in Q2 2018. 769 funds tracked by Wall St. Rank hold VO as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Vanguard Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 15,304 Vanguard Mid-Cap ETF shares in Q3 2018, an estimated $603K.
  • Legacy Financial Strategies first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Strategies's Vanguard Mid-Cap ETF position peaked at $603K in Q2 2018.
  • 769 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.