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Signet Investment Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Signet Investment Advisory Group’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
-200
Closed -$10K – 194
2020
Q4 		$10K Buy
+200
New +$9.68K 0.01% 185
2019
Q1 		– Sell
-200
Closed -$6K – 176
2018
Q4 		$6K Buy
+200
New +$7.51K 0.01% 179

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Signet Investment Advisory Group's VO Position: Q1 2021 in Review

Signet Investment Advisory Group sold out of Vanguard Mid-Cap ETF (VO) in Q1 2021, closing a stake of 200 shares — an estimated $10K sold.

Signet Investment Advisory Group first reported a position in VO in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 1,272 funds tracked by Wall St. Rank hold VO as of Q1 2021.

  • Signet Investment Advisory Group reported no remaining Vanguard Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Signet Investment Advisory Group sold 200 Vanguard Mid-Cap ETF shares in Q1 2021, an estimated $10K.
  • Signet Investment Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Signet Investment Advisory Group's Vanguard Mid-Cap ETF position peaked at $10K in Q4 2020.
  • 1,272 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2021.

Based on Signet Investment Advisory Group's 13F filing for Q1 2021, filed 11 May 2021.