Quad-Cities Investment Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Quad-Cities Investment 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 Q4	–	Sell	-420	Closed	-$18K	–	688
2019 Q3	$18K	Hold	420	–	–	0.02%	511
2019 Q2	$18K	Hold	420	–	–	0.02%	518
2019 Q1	$17K	Hold	420	–	–	0.02%	518
2018 Q4	$15K	Hold	420	–	–	0.02%	539
2018 Q3	$17K	Hold	420	–	–	0.02%	547
2018 Q2	$17K	Buy	+420	New	+$16.5K	0.02%	557

Other funds holding VO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Quad-Cities Investment Group's VO Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2019, closing a stake of 420 shares — an estimated $18K sold.

Quad-Cities Investment Group first reported a position in VO in Q2 2018 and held it in 6 quarters. The position peaked at $18K in Q3 2019. 1,027 funds tracked by Wall St. Rank hold VO as of Q4 2019.

Quad-Cities Investment Group reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 420 Vanguard Morningstar Mid-Cap ETF shares in Q4 2019, an estimated $18K.
Quad-Cities Investment Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Vanguard Morningstar Mid-Cap ETF position peaked at $18K in Q3 2019.
1,027 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.