MacGuire Cheswick & Tuttle Investment Counsel’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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 Q4	–	Hold	0	–	–	–	38
2018 Q3	–	Hold	0	–	–	–	38
2018 Q2	–	Hold	0	–	–	–	39
2018 Q1	–	Hold	0	–	–	–	41
2017 Q4	–	Hold	0	–	–	–	41
2017 Q3	–	Hold	0	–	–	–	39
2017 Q2	–	Hold	0	–	–	–	42
2017 Q1	–	Hold	0	–	–	–	43
2016 Q4	–	Hold	0	–	–	–	46
2016 Q3	–	Hold	0	–	–	–	48
2016 Q2	–	Hold	0	–	–	–	47
2016 Q1	–	Hold	0	–	–	–	46
2015 Q4	–	Hold	0	–	–	–	48
2015 Q3	–	Hold	0	–	–	–	46
2015 Q2	–	Hold	0	–	–	–	43
2015 Q1	–	Hold	0	–	–	–	49
2014 Q4	–	Hold	0	–	–	–	52
2014 Q3	–	Hold	0	–	–	–	50
2014 Q2	–	Hold	0	–	–	–	50
2014 Q1	–	Hold	0	–	–	–	49
2013 Q4	–	Hold	0	–	–	–	51
2013 Q3	–	Sell	-56,340	Closed	-$1.41M	–	52
2013 Q2	$1.34M	Buy	+56,340	New	+$1.34M	0.38%	54

Other funds holding VO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

MacGuire Cheswick & Tuttle Investment Counsel's VO Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q4 2018 at 0 shares worth $3.47M. The position accounts for 0.73% of the portfolio, ranked #38.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in VO in Q2 2013 and has held it in 1 quarter since. The position peaked at $1.34M in Q2 2013. 843 funds tracked by Wall St. Rank hold VO as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of Vanguard Morningstar Mid-Cap ETF worth $3.47M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q4 2018.
Vanguard Morningstar Mid-Cap ETF made up 0.73% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #38 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 1 quarter since.
MacGuire Cheswick & Tuttle Investment Counsel's Vanguard Morningstar Mid-Cap ETF position peaked at $1.34M in Q2 2013.
843 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.