P.J. Schmidt Investment Management (PJS)’s Vanguard Mid-Cap ETF VO Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 Q1	–	Sell	-5,976	Closed	-$231K	–	137
2017 Q4	$231K	Hold	5,976	–	–	0.07%	128
2017 Q3	$220K	Hold	5,976	–	–	0.07%	127
2017 Q2	$213K	Hold	5,976	–	–	0.06%	124
2017 Q1	$208K	Buy	+5,976	New	+$205K	0.07%	116

Other funds holding VO

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

P.J. Schmidt Investment Management (PJS)'s VO Position: Q1 2018 in Review

P.J. Schmidt Investment Management (PJS) sold out of Vanguard Mid-Cap ETF (VO) in Q1 2018, closing a stake of 5,976 shares — an estimated $231K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in VO in Q1 2017 and held it in 4 quarters. The position peaked at $231K in Q4 2017. 755 funds tracked by Wall St. Rank hold VO as of Q1 2018.

P.J. Schmidt Investment Management (PJS) reported no remaining Vanguard Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 5,976 Vanguard Mid-Cap ETF shares in Q1 2018, an estimated $231K.
P.J. Schmidt Investment Management (PJS) first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and held it in 4 quarters.
P.J. Schmidt Investment Management (PJS)'s Vanguard Mid-Cap ETF position peaked at $231K in Q4 2017.
755 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2018.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2018, filed 24 Apr 2018.