Planning Solutions Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Planning Solutions Group’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
2019 Q2	$886K	Buy	21,212 +1,112	+6%	+$45.5K	0.46%	43
2019 Q1	$808K	Buy	20,100 +588	+3%	+$22.6K	0.43%	45
2018 Q4	$674K	Buy	+19,512	New	+$733K	0.41%	49

Other funds holding VO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Planning Solutions Group's VO Position: Q2 2019 in Review

Planning Solutions Group increased its Vanguard Mid-Cap ETF (VO) stake by 5.5% in Q2 2019, buying an estimated $45.5K and bringing the position to 21,212 shares worth $886K. The position accounts for 0.46% of the portfolio, ranked #43.

Planning Solutions Group first reported a position in VO in Q4 2018 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold VO as of Q2 2019.

Planning Solutions Group held 21,212 shares of Vanguard Mid-Cap ETF worth $886K as of Q2 2019.
Planning Solutions Group bought 1,112 Vanguard Mid-Cap ETF shares in Q2 2019, an estimated $45.5K.
Vanguard Mid-Cap ETF made up 0.46% of Planning Solutions Group's portfolio in Q2 2019, its #43 holding.
Planning Solutions Group first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 3 quarters since.
889 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.