Personal Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Personal Wealth 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
2021 Q3	–	Sell	-1,160	Closed	-$69K	–	383
2021 Q2	$69K	Buy	+1,160	New	+$67.2K	0.03%	140
2020 Q1	–	Sell	-1,160	Closed	-$52K	–	595
2019 Q4	$52K	Hold	1,160	–	–	0.02%	140
2019 Q3	$49K	Sell	1,160 -920	-44%	-$38.4K	0.02%	147
2019 Q2	$87K	Buy	+2,080	New	+$85.1K	0.04%	94

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Personal Wealth Partners's VO Position: Q3 2021 in Review

Personal Wealth Partners sold out of Vanguard Mid-Cap ETF (VO) in Q3 2021, closing a stake of 1,160 shares — an estimated $69K sold.

Personal Wealth Partners first reported a position in VO in Q2 2019 and held it in 4 quarters. The position peaked at $87K in Q2 2019. 1,354 funds tracked by Wall St. Rank hold VO as of Q3 2021.

Personal Wealth Partners reported no remaining Vanguard Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,160 Vanguard Mid-Cap ETF shares in Q3 2021, an estimated $69K.
Personal Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Vanguard Mid-Cap ETF position peaked at $87K in Q2 2019.
1,354 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.