Sharkey, Howes & Javer’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-1,028	Closed	-$43K	–	177
2019 Q2	$43K	Hold	1,028	–	–	0.02%	114
2019 Q1	$41K	Sell	1,028 -5,388	-84%	-$207K	0.02%	115
2018 Q4	$222K	Buy	6,416 +1,632	+34%	+$61.3K	0.14%	45
2018 Q3	$196K	Sell	4,784 -32	-0.7%	-$1.31K	0.1%	51
2018 Q2	$190K	Hold	4,816	–	–	0.11%	46
2018 Q1	$185K	Buy	4,816 +1,712	+55%	+$67.4K	0.1%	36
2017 Q4	$120K	Sell	3,104 -4,772	-61%	-$180K	0.07%	57
2017 Q3	$292K	Hold	7,876	–	–	0.15%	29
2017 Q2	$281K	Hold	7,876	–	–	0.16%	28
2017 Q1	$274K	Buy	7,876 +6,844	+663%	+$235K	0.15%	28
2016 Q4	$34K	Hold	1,032	–	–	0.02%	119
2016 Q3	$33K	Hold	1,032	–	–	0.02%	116
2016 Q2	$32K	Buy	1,032 +4	+0.4%	+$122	0.02%	118
2016 Q1	$31K	Buy	+1,028	New	+$29.1K	0.02%	124

Other funds holding VO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sharkey, Howes & Javer's VO Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q3 2019, closing a stake of 1,028 shares — an estimated $43K sold.

Sharkey, Howes & Javer first reported a position in VO in Q1 2016 and held it in 14 quarters. The position peaked at $292K in Q3 2017. 888 funds tracked by Wall St. Rank hold VO as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 1,028 Vanguard Morningstar Mid-Cap ETF shares in Q3 2019, an estimated $43K.
Sharkey, Howes & Javer first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2016 and held it in 14 quarters.
Sharkey, Howes & Javer's Vanguard Morningstar Mid-Cap ETF position peaked at $292K in Q3 2017.
888 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.