Private Wealth Advisors (California)’s Vanguard Mid-Cap ETF VO Stock Holding History

Private Wealth Advisors (California)’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 Q2	–	Sell	-26,296	Closed	-$866K	–	61
2020 Q1	$866K	Buy	26,296 +100	+0.4%	+$4.14K	0.71%	28
2019 Q4	$1.17M	Buy	26,196 +2,308	+10%	+$99.1K	0.67%	34
2019 Q3	$1M	Buy	23,888 +256	+1%	+$10.7K	0.65%	32
2019 Q2	$950K	Hold	23,632	–	–	0.65%	31
2019 Q1	$950K	Buy	23,632 +3,116	+15%	+$120K	0.65%	31
2018 Q4	$709K	Buy	+20,516	New	+$770K	0.57%	33

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

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

Private Wealth Advisors (California)'s VO Position: Q2 2020 in Review

Private Wealth Advisors (California) sold out of Vanguard Mid-Cap ETF (VO) in Q2 2020, closing a stake of 26,296 shares — an estimated $866K sold.

Private Wealth Advisors (California) first reported a position in VO in Q4 2018 and held it in 6 quarters. The position peaked at $1.17M in Q4 2019. 1,052 funds tracked by Wall St. Rank hold VO as of Q2 2020.

Private Wealth Advisors (California) reported no remaining Vanguard Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Private Wealth Advisors (California) sold 26,296 Vanguard Mid-Cap ETF shares in Q2 2020, an estimated $866K.
Private Wealth Advisors (California) first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 6 quarters.
Private Wealth Advisors (California)'s Vanguard Mid-Cap ETF position peaked at $1.17M in Q4 2019.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2020.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2020, filed 13 Aug 2020.