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Permanens Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

Permanens Capital’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
2021
Q3 		– Sell
-960
Closed -$57K – 106
2021
Q2 		$57K Sell
960
-824
-46% -$47.8K 0.01% 61
2021
Q1 		$99K Sell
1,784
-1,200
-40% -$65.1K 0.02% 68
2020
Q4 		$154K Hold
2,984
– – 0.03% 66
2020
Q3 		$132K Hold
2,984
– – 0.05% 56
2020
Q2 		$122K Hold
2,984
– – 0.05% 50
2020
Q1 		$98K Buy
2,984
+16
+0.5% +$663 0.03% 43
2019
Q4 		$132K Buy
2,968
+16
+0.5% +$687 0.03% 51
2019
Q3 		$124K Buy
2,952
+20
+0.7% +$836 0.03% 34
2019
Q2 		$123K Hold
2,932
– – 0.03% 34
2019
Q1 		$118K Buy
+2,932
New +$113K 0.03% 32

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return