PagnatoKarp Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

PagnatoKarp Partners’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 Q2	–	Sell	-12,548	Closed	-$413K	–	142
2020 Q1	$413K	Sell	12,548 -3,152	-20%	-$131K	0.1%	104
2019 Q4	$699K	Buy	15,700 +32	+0.2%	+$1.37K	0.12%	82
2019 Q3	$656K	Buy	15,668 +44	+0.3%	+$1.84K	0.13%	83
2019 Q2	$655K	Buy	15,624 +6,436	+70%	+$263K	0.14%	79
2019 Q1	$371K	Hold	9,188	–	–	0.08%	120
2018 Q4	$317K	Buy	9,188 +3,152	+52%	+$118K	0.07%	109
2018 Q3	$249K	Buy	+6,036	New	+$246K	0.07%	149

Other funds holding VO

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

PagnatoKarp Partners's VO Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2020, closing a stake of 12,548 shares — an estimated $413K sold.

PagnatoKarp Partners first reported a position in VO in Q3 2018 and held it in 7 quarters. The position peaked at $699K in Q4 2019. 1,053 funds tracked by Wall St. Rank hold VO as of Q2 2020.

PagnatoKarp Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 12,548 Vanguard Morningstar Mid-Cap ETF shares in Q2 2020, an estimated $413K.
PagnatoKarp Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2018 and held it in 7 quarters.
PagnatoKarp Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $699K in Q4 2019.
1,053 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.