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Rowland Carmichael Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Rowland Carmichael 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
2020
Q4 		$30K Hold
584
– – 0.01% 326
2020
Q3 		$26K Sell
584
-400
-41% -$17.4K 0.01% 310
2020
Q2 		$40K Buy
984
+400
+68% +$15.3K 0.02% 291
2020
Q1 		$19K Sell
584
-264
-31% -$10.9K 0.01% 290
2019
Q4 		$38K Buy
848
+32
+4% +$1.37K 0.01% 314
2019
Q3 		$34K Sell
816
-196
-19% -$8.19K 0.01% 316
2019
Q2 		$42K Sell
1,012
-32
-3% -$1.31K 0.01% 293
2019
Q1 		$42K Hold
1,044
– – 0.02% 285
2018
Q4 		$36K Sell
1,044
-1,412
-57% -$53K 0.02% 263
2018
Q3 		$101K Buy
2,456
+496
+25% +$20.2K 0.04% 290
2018
Q2 		$77K Buy
1,960
+64
+3% +$2.51K 0.03% 302
2018
Q1 		$73K Sell
1,896
-80
-4% -$3.15K 0.04% 272
2017
Q4 		$76K Hold
1,976
– – 0.04% 277
2017
Q3 		$73K Buy
1,976
+340
+21% +$12.3K 0.04% 254
2017
Q2 		$58K Sell
1,636
-312
-16% -$11K 0.03% 251
2017
Q1 		$68K Buy
1,948
+100
+5% +$3.44K 0.04% 246
2016
Q4 		$61K Sell
1,848
-848
-31% -$27.5K 0.04% 256
2016
Q3 		$87K Sell
2,696
-196
-7% -$6.29K 0.06% 238
2016
Q2 		$89K Sell
2,892
-596
-17% -$18.2K 0.06% 243
2016
Q1 		$106K Buy
+3,488
New +$98.7K 0.1% 154

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rowland Carmichael Advisors's VO Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q4 2020 at 584 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #326.

Rowland Carmichael Advisors first reported a position in VO in Q1 2016 and has held it in 20 quarters since. The position peaked at $106K in Q1 2016. 1,220 funds tracked by Wall St. Rank hold VO as of Q4 2020.

  • Rowland Carmichael Advisors held 584 shares of Vanguard Mid-Cap ETF worth $30K as of Q4 2020.
  • Rowland Carmichael Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q4 2020.
  • Vanguard Mid-Cap ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #326 holding.
  • Rowland Carmichael Advisors first reported a position in Vanguard Mid-Cap ETF in Q1 2016 and has held it in 20 quarters since.
  • Rowland Carmichael Advisors's Vanguard Mid-Cap ETF position peaked at $106K in Q1 2016.
  • 1,220 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.