Patriot Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Patriot Wealth 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	$399K	Hold	11,540	–	–	0.06%	73
2018 Q3	$474K	Hold	11,540	–	–	0.06%	74
2018 Q2	$455K	Hold	11,540	–	–	0.06%	72
2018 Q1	$445K	Hold	11,540	–	–	0.06%	76
2017 Q4	$447K	Hold	11,540	–	–	0.06%	79
2017 Q3	$424K	Hold	11,540	–	–	0.07%	72
2017 Q2	$411K	Hold	11,540	–	–	0.07%	74
2017 Q1	$402K	Hold	11,540	–	–	0.06%	66
2016 Q4	$380K	Hold	11,540	–	–	0.07%	63
2016 Q3	$373K	Hold	11,540	–	–	0.07%	66
2016 Q2	$357K	Hold	11,540	–	–	0.07%	68
2016 Q1	$350K	Hold	11,540	–	–	0.07%	69
2015 Q4	$347K	Hold	11,540	–	–	0.07%	68
2015 Q3	$337K	Hold	11,540	–	–	0.08%	65
2015 Q2	$368K	Hold	11,540	–	–	0.08%	61
2015 Q1	$383K	Hold	11,540	–	–	0.09%	62
2014 Q4	$356K	Hold	11,540	–	–	0.08%	60
2014 Q3	$338K	Hold	11,540	–	–	0.08%	59
2014 Q2	$342K	Hold	11,540	–	–	0.09%	59
2014 Q1	$328K	Buy	+11,540	New	+$320K	0.09%	57

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

Patriot Wealth Management's VO Position: Q4 2018 in Review

Patriot Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q4 2018 at 11,540 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #73.

Patriot Wealth Management first reported a position in VO in Q1 2014 and has held it in 20 quarters since. The position peaked at $474K in Q3 2018. 843 funds tracked by Wall St. Rank hold VO as of Q4 2018.

Patriot Wealth Management held 11,540 shares of Vanguard Morningstar Mid-Cap ETF worth $399K as of Q4 2018.
Patriot Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q4 2018.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of Patriot Wealth Management's portfolio in Q4 2018, its #73 holding.
Patriot Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2014 and has held it in 20 quarters since.
Patriot Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $474K in Q3 2018.
843 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.