Private Vista’s Vanguard Mid-Cap ETF VO Stock Holding History

Private Vista’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 Q1	–	Sell	-9,776	Closed	-$436K	–	163
2019 Q4	$436K	Hold	9,776	–	–	0.12%	84
2019 Q3	$410K	Hold	9,776	–	–	0.11%	93
2019 Q2	$409K	Buy	9,776 +1,120	+13%	+$45.8K	0.1%	97
2019 Q1	$348K	Sell	8,656 -2,240	-21%	-$86.2K	0.09%	113
2018 Q4	$376K	Hold	10,896	–	–	0.09%	102
2018 Q3	$447K	Hold	10,896	–	–	0.09%	92
2018 Q2	$429K	Sell	10,896 -492	-4%	-$19.3K	0.1%	98
2018 Q1	$439K	Buy	+11,388	New	+$448K	0.13%	80

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

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

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

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

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

Private Vista's VO Position: Q1 2020 in Review

Private Vista sold out of Vanguard Mid-Cap ETF (VO) in Q1 2020, closing a stake of 9,776 shares — an estimated $436K sold.

Private Vista first reported a position in VO in Q1 2018 and held it in 8 quarters. The position peaked at $447K in Q3 2018. 986 funds tracked by Wall St. Rank hold VO as of Q1 2020.

Private Vista reported no remaining Vanguard Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Private Vista sold 9,776 Vanguard Mid-Cap ETF shares in Q1 2020, an estimated $436K.
Private Vista first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and held it in 8 quarters.
Private Vista's Vanguard Mid-Cap ETF position peaked at $447K in Q3 2018.
986 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2020.

Based on Private Vista's 13F filing for Q1 2020, filed 4 May 2020.