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Relaxing Retirement Coach’s Vanguard Mid-Cap ETF VO Stock Holding History

Relaxing Retirement Coach’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
2018
Q2 		– Sell
-9,480
Closed -$365K – 56
2018
Q1 		$365K Sell
9,480
-7,996
-46% -$315K 0.12% 46
2017
Q4 		$677K Buy
+17,476
New +$660K 0.22% 40

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Relaxing Retirement Coach's VO Position: Q2 2018 in Review

Relaxing Retirement Coach sold out of Vanguard Mid-Cap ETF (VO) in Q2 2018, closing a stake of 9,480 shares — an estimated $365K sold.

Relaxing Retirement Coach first reported a position in VO in Q4 2017 and held it in 2 quarters. The position peaked at $677K in Q4 2017. 766 funds tracked by Wall St. Rank hold VO as of Q2 2018.

  • Relaxing Retirement Coach reported no remaining Vanguard Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Relaxing Retirement Coach sold 9,480 Vanguard Mid-Cap ETF shares in Q2 2018, an estimated $365K.
  • Relaxing Retirement Coach first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 2 quarters.
  • Relaxing Retirement Coach's Vanguard Mid-Cap ETF position peaked at $677K in Q4 2017.
  • 766 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2018.

Based on Relaxing Retirement Coach's 13F filing for Q2 2018, filed 7 Aug 2018.