Monument Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Monument Capital 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
2018 Q4	–	Sell	-488	Closed	-$20K	–	298
2018 Q3	$20K	Buy	+488	New	+$19.9K	0.01%	162
2018 Q2	–	Sell	-308	Closed	-$11K	–	157
2018 Q1	$11K	Buy	308 +24	+8%	+$945	0.01%	115
2017 Q4	$11K	Buy	+284	New	+$10.7K	0.01%	102

Other funds holding VO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Monument Capital Management's VO Position: Q4 2018 in Review

Monument Capital Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2018, closing a stake of 488 shares — an estimated $20K sold.

Monument Capital Management first reported a position in VO in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q3 2018. 843 funds tracked by Wall St. Rank hold VO as of Q4 2018.

Monument Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
Monument Capital Management sold 488 Vanguard Morningstar Mid-Cap ETF shares in Q4 2018, an estimated $20K.
Monument Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and held it in 3 quarters.
Monument Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $20K in Q3 2018.
843 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.