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LVW Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

LVW Advisors’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 		– Sell
-6,156
Closed -$203K – 138
2016
Q4 		$203K Sell
6,156
-300
-5% -$9.71K 0.07% 140
2016
Q3 		$209K Sell
6,456
-6,088
-49% -$195K 0.07% 133
2016
Q2 		$388K Sell
12,544
-2,056
-14% -$62.8K 0.15% 77
2016
Q1 		$442K Buy
14,600
+724
+5% +$20.5K 0.14% 80
2015
Q4 		$417K Hold
13,876
– – 0.16% 86
2015
Q3 		$405K Sell
13,876
-780
-5% -$24.3K 0.19% 83
2015
Q2 		$467K Sell
14,656
-64
-0.4% -$2.08K 0.2% 71
2015
Q1 		$488K Sell
14,720
-276
-2% -$8.68K 0.23% 71
2014
Q4 		$463K Buy
+14,996
New +$452K 0.26% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LVW Advisors's VO Position: Q1 2017 in Review

LVW Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2017, closing a stake of 6,156 shares — an estimated $203K sold.

LVW Advisors first reported a position in VO in Q4 2014 and held it in 9 quarters. The position peaked at $488K in Q1 2015. 614 funds tracked by Wall St. Rank hold VO as of Q1 2017.

  • LVW Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • LVW Advisors sold 6,156 Vanguard Mid-Cap ETF shares in Q1 2017, an estimated $203K.
  • LVW Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and held it in 9 quarters.
  • LVW Advisors's Vanguard Mid-Cap ETF position peaked at $488K in Q1 2015.
  • 614 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2017.

Based on LVW Advisors's 13F filing for Q1 2017, filed 12 May 2017.