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Merrion Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Merrion Investment 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
2021
Q1 		– Sell
-252
Closed -$13K – 235
2020
Q4 		$13K Buy
+252
New +$12.2K 0.01% 172

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Creative Planning
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Merrion Investment Management's VO Position: Q1 2021 in Review

Merrion Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2021, closing a stake of 252 shares — an estimated $13K sold.

Merrion Investment Management first reported a position in VO in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 1,273 funds tracked by Wall St. Rank hold VO as of Q1 2021.

  • Merrion Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 252 Vanguard Mid-Cap ETF shares in Q1 2021, an estimated $13K.
  • Merrion Investment Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's Vanguard Mid-Cap ETF position peaked at $13K in Q4 2020.
  • 1,273 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.