Partnervest Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Partnervest Advisory Services’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 Q3	$1.38M	Sell	31,404 -4,016	-11%	-$175K	0.44%	45
2020 Q2	$1.45M	Buy	35,420 +6,644	+23%	+$254K	0.55%	34
2020 Q1	$947K	Sell	28,776 -5,040	-15%	-$209K	0.43%	46
2019 Q4	$1.51M	Sell	33,816 -2,572	-7%	-$110K	0.55%	29
2019 Q3	$1.52M	Sell	36,388 -212	-0.6%	-$8.86K	0.55%	32
2019 Q2	$1.53M	Sell	36,600 -904	-2%	-$37K	0.6%	30
2019 Q1	$1.51M	Buy	37,504 +31,180	+493%	+$1.2M	0.63%	28
2018 Q4	$218K	Buy	+6,324	New	+$237K	0.11%	180
2014 Q3	–	Sell	-6,580	Closed	-$195K	–	777
2014 Q2	$195K	Sell	6,580 -1,740	-21%	-$49.7K	0.09%	155
2014 Q1	$236K	Sell	8,320 -716	-8%	-$19.9K	0.11%	134
2013 Q4	$249K	Buy	9,036 +228	+3%	+$6.07K	0.12%	128
2013 Q3	$226K	Buy	+8,808	New	+$221K	0.12%	107

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Partnervest Advisory Services's VO Position: Q3 2020 in Review

Partnervest Advisory Services reduced its Vanguard Mid-Cap ETF (VO) stake by 11% in Q3 2020, selling an estimated $175K and leaving 31,404 shares worth $1.38M. The position accounts for 0.44% of the portfolio, ranked #45.

Partnervest Advisory Services first reported a position in VO in Q3 2013 and has held it in 12 quarters since. The position peaked at $1.53M in Q2 2019. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

Partnervest Advisory Services held 31,404 shares of Vanguard Mid-Cap ETF worth $1.38M as of Q3 2020.
Partnervest Advisory Services sold 4,016 Vanguard Mid-Cap ETF shares in Q3 2020, an estimated $175K.
Vanguard Mid-Cap ETF made up 0.44% of Partnervest Advisory Services's portfolio in Q3 2020, its #45 holding.
Partnervest Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q3 2013 and has held it in 12 quarters since.
Partnervest Advisory Services's Vanguard Mid-Cap ETF position peaked at $1.53M in Q2 2019.
1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.