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

Lionsbridge 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
2020
Q1 		– Sell
-384
Closed -$17K – 306
2019
Q4 		$17K Buy
+384
New +$16.5K 0.02% 98

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Creative Planning
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Jones Financial Companies
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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Lionsbridge Wealth Management's VO Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2020, closing a stake of 384 shares — an estimated $17K sold.

Lionsbridge Wealth Management first reported a position in VO in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 987 funds tracked by Wall St. Rank hold VO as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 384 Vanguard Mid-Cap ETF shares in Q1 2020, an estimated $17K.
  • Lionsbridge Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Vanguard Mid-Cap ETF position peaked at $17K in Q4 2019.
  • 987 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.