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Legacy Wealth Management (Tennessee)’s Vanguard Mid-Cap ETF VO Stock Holding History

Legacy Wealth Management (Tennessee)’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
-67,916
Closed -$2.35M – 18
2018
Q4 		$2.35M Buy
+67,916
New +$2.55M 0.52% 13
2017
Q1 		– Sell
-2,116
Closed -$69.6K – 65
2016
Q4 		$69.6K Buy
+2,116
New +$68.5K 0.02% 24

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

Legacy Wealth Management (Tennessee)'s VO Position: Q1 2019 in Review

Legacy Wealth Management (Tennessee) sold out of Vanguard Mid-Cap ETF (VO) in Q1 2019, closing a stake of 67,916 shares — an estimated $2.35M sold.

Legacy Wealth Management (Tennessee) first reported a position in VO in Q4 2016 and held it in 2 quarters. The position peaked at $2.35M in Q4 2018. 862 funds tracked by Wall St. Rank hold VO as of Q1 2019.

  • Legacy Wealth Management (Tennessee) reported no remaining Vanguard Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 67,916 Vanguard Mid-Cap ETF shares in Q1 2019, an estimated $2.35M.
  • Legacy Wealth Management (Tennessee) first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and held it in 2 quarters.
  • Legacy Wealth Management (Tennessee)'s Vanguard Mid-Cap ETF position peaked at $2.35M in Q4 2018.
  • 862 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2019.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2019, filed 22 Apr 2019.