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

Optimum Investment 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
2020 Q1	–	Sell	-1,056	Closed	-$47K	–	956
2019 Q4	$47K	Sell	1,056 -480	-31%	-$20.6K	0.01%	527
2019 Q3	$64K	Buy	1,536 +500	+48%	+$20.9K	0.02%	463
2019 Q2	$43K	Hold	1,036	–	–	0.01%	534
2019 Q1	$42K	Hold	1,036	–	–	0.01%	543
2018 Q4	$36K	Buy	1,036 +12	+1%	+$451	0.01%	526
2018 Q3	$42K	Buy	1,024 +12	+1%	+$490	0.01%	564
2018 Q2	$40K	Buy	1,012 +12	+1%	+$471	0.01%	574
2018 Q1	$39K	Buy	+1,000	New	+$39.4K	0.01%	576

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Optimum Investment Advisors's VO Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2020, closing a stake of 1,056 shares — an estimated $47K sold.

Optimum Investment Advisors first reported a position in VO in Q1 2018 and held it in 8 quarters. The position peaked at $64K in Q3 2019. 986 funds tracked by Wall St. Rank hold VO as of Q1 2020.

Optimum Investment Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Optimum Investment Advisors sold 1,056 Vanguard Mid-Cap ETF shares in Q1 2020, an estimated $47K.
Optimum Investment Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and held it in 8 quarters.
Optimum Investment Advisors's Vanguard Mid-Cap ETF position peaked at $64K in Q3 2019.
986 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.