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Secrest Blakey & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History

Secrest Blakey & Associates’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
-1,404
Closed -$59K – 135
2019
Q3 		$59K Hold
1,404
– – 0.05% 108
2019
Q2 		$59K Buy
+1,404
New +$57.5K 0.05% 104

Other funds holding VO

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

Secrest Blakey & Associates's VO Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of Vanguard Mid-Cap ETF (VO) in Q4 2019, closing a stake of 1,404 shares — an estimated $59K sold.

Secrest Blakey & Associates first reported a position in VO in Q2 2019 and held it in 2 quarters. The position peaked at $59K in Q3 2019. 1,026 funds tracked by Wall St. Rank hold VO as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining Vanguard Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 1,404 Vanguard Mid-Cap ETF shares in Q4 2019, an estimated $59K.
  • Secrest Blakey & Associates first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 2 quarters.
  • Secrest Blakey & Associates's Vanguard Mid-Cap ETF position peaked at $59K in Q3 2019.
  • 1,026 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.