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Midwest Professional Planners Ltd (MPPL)’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Midwest Professional Planners Ltd (MPPL)’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-220
Closed -$12K – 289
2018
Q2 		$12K Hold
220
– – 0.01% 221
2018
Q1 		$12K Sell
220
-4
-2% -$218 0.01% 221
2017
Q4 		$12K Buy
+224
New +$11.9K 0.01% 232

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SB
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PI
PHH Investments Addison, Texas $378M AUM 19.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s VONV Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Vanguard Russell 1000 Value ETF (VONV) in Q3 2018, closing a stake of 220 shares — an estimated $12K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in VONV in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 99 funds tracked by Wall St. Rank hold VONV as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Vanguard Russell 1000 Value ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 220 Vanguard Russell 1000 Value ETF shares in Q3 2018, an estimated $12K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Vanguard Russell 1000 Value ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Vanguard Russell 1000 Value ETF position peaked at $12K in Q2 2018.
  • 99 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.