Roble Belko & Company’s Vanguard Mid-Cap ETF VO Stock Holding History

Roble Belko & Company’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
2021 Q1	–	Sell	-8,460	Closed	-$437K	–	349
2020 Q4	$437K	Buy	8,460 +40	+0.5%	+$1.94K	0.11%	55
2020 Q3	$371K	Buy	8,420 +16	+0.2%	+$697	0.11%	58
2020 Q2	$344K	Hold	8,404	–	–	0.1%	59
2020 Q1	$277K	Buy	8,404 +28	+0.3%	+$1.16K	0.09%	69
2019 Q4	$373K	Buy	8,376 +48	+0.6%	+$2.06K	0.1%	65
2019 Q3	$349K	Buy	8,328 +28	+0.3%	+$1.17K	0.1%	60
2019 Q2	$347K	Hold	8,300	–	–	0.11%	59
2019 Q1	$334K	Hold	8,300	–	–	0.11%	58
2018 Q4	$287K	Sell	8,300 -7,984	-49%	-$300K	0.11%	61
2018 Q3	$668K	Hold	16,284	–	–	0.24%	37
2018 Q2	$642K	Hold	16,284	–	–	0.24%	36
2018 Q1	$628K	Buy	+16,284	New	+$641K	0.24%	35

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Roble Belko & Company's VO Position: Q1 2021 in Review

Roble Belko & Company sold out of Vanguard Mid-Cap ETF (VO) in Q1 2021, closing a stake of 8,460 shares — an estimated $437K sold.

Roble Belko & Company first reported a position in VO in Q1 2018 and held it in 12 quarters. The position peaked at $668K in Q3 2018. 1,272 funds tracked by Wall St. Rank hold VO as of Q1 2021.

Roble Belko & Company reported no remaining Vanguard Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Roble Belko & Company sold 8,460 Vanguard Mid-Cap ETF shares in Q1 2021, an estimated $437K.
Roble Belko & Company first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and held it in 12 quarters.
Roble Belko & Company's Vanguard Mid-Cap ETF position peaked at $668K in Q3 2018.
1,272 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2021.

Based on Roble Belko & Company's 13F filing for Q1 2021, filed 12 May 2021.