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

Price Wealth’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 Q3	$5.61M	Buy	127,256 +92	+0.1%	+$4.01K	1.57%	16
2020 Q2	$5.21M	Sell	127,164 -41,484	-25%	-$1.59M	1.54%	14
2020 Q1	$5.55M	Buy	168,648 +80,888	+92%	+$3.35M	2.01%	13
2019 Q4	$3.91M	Buy	87,760 +19,472	+29%	+$836K	1.22%	15
2019 Q3	$2.86M	Buy	68,288 +60,924	+827%	+$2.55M	0.93%	15
2019 Q2	$308K	Buy	7,364 +4,284	+139%	+$175K	0.1%	64
2019 Q1	$124K	Hold	3,080	–	–	0.05%	69
2018 Q4	$106K	Hold	3,080	–	–	0.04%	68
2018 Q3	$126K	Hold	3,080	–	–	0.05%	63
2018 Q2	$121K	Hold	3,080	–	–	0.05%	78
2018 Q1	$118K	Hold	3,080	–	–	0.07%	67
2017 Q4	$119K	Buy	+3,080	New	+$116K	0.08%	34

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Price Wealth's VO Position: Q3 2020 in Review

Price Wealth increased its Vanguard Mid-Cap ETF (VO) stake by 0.07% in Q3 2020, buying an estimated $4.01K and bringing the position to 127,256 shares worth $5.61M. The position accounts for 1.57% of the portfolio, ranked #16.

Price Wealth first reported a position in VO in Q4 2017 and has held it in 12 quarters since. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

Price Wealth held 127,256 shares of Vanguard Mid-Cap ETF worth $5.61M as of Q3 2020.
Price Wealth bought 92 Vanguard Mid-Cap ETF shares in Q3 2020, an estimated $4.01K.
Vanguard Mid-Cap ETF made up 1.57% of Price Wealth's portfolio in Q3 2020, its #16 holding.
Price Wealth first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and has held it in 12 quarters since.
1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.