Paul John Balson’s Vanguard Mid-Cap ETF VO Stock Holding History

Paul John Balson’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 Q4	$3.05M	Buy	58,972 +6,920	+13%	+$335K	0.63%	10
2020 Q3	$2.29M	Sell	52,052 -4,376	-8%	-$191K	0.57%	12
2020 Q2	$2.31M	Sell	56,428 -1,604	-3%	-$61.4K	0.87%	10
2020 Q1	$1.91M	Buy	+58,032	New	+$2.4M	1.02%	9

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Paul John Balson's VO Position: Q4 2020 in Review

Paul John Balson increased its Vanguard Mid-Cap ETF (VO) stake by 13% in Q4 2020, buying an estimated $335K and bringing the position to 58,972 shares worth $3.05M. The position accounts for 0.63% of the portfolio, ranked #10.

Paul John Balson first reported a position in VO in Q1 2020 and has held it in 4 quarters since. 1,220 funds tracked by Wall St. Rank hold VO as of Q4 2020.

Paul John Balson held 58,972 shares of Vanguard Mid-Cap ETF worth $3.05M as of Q4 2020.
Paul John Balson bought 6,920 Vanguard Mid-Cap ETF shares in Q4 2020, an estimated $335K.
Vanguard Mid-Cap ETF made up 0.63% of Paul John Balson's portfolio in Q4 2020, its #10 holding.
Paul John Balson first reported a position in Vanguard Mid-Cap ETF in Q1 2020 and has held it in 4 quarters since.
1,220 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.