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Quattro Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Quattro Financial Advisors’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
2017
Q4 		– Sell
-124,472
Closed -$4.62M – 77
2017
Q3 		$4.62M Buy
124,472
+18,648
+18% +$673K 1.37% 22
2017
Q2 		$3.77M Sell
105,824
-2,736
-3% -$96.7K 1.54% 23
2017
Q1 		$3.77M Buy
+108,560
New +$3.73M 1.9% 22

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Quattro Financial Advisors's VO Position: Q4 2017 in Review

Quattro Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q4 2017, closing a stake of 124,472 shares — an estimated $4.62M sold.

Quattro Financial Advisors first reported a position in VO in Q1 2017 and held it in 3 quarters. The position peaked at $4.62M in Q3 2017. 748 funds tracked by Wall St. Rank hold VO as of Q4 2017.

  • Quattro Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Quattro Financial Advisors sold 124,472 Vanguard Mid-Cap ETF shares in Q4 2017, an estimated $4.62M.
  • Quattro Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2017 and held it in 3 quarters.
  • Quattro Financial Advisors's Vanguard Mid-Cap ETF position peaked at $4.62M in Q3 2017.
  • 748 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2017.

Based on Quattro Financial Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.