Sound View Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Sound View Wealth 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
2019 Q1	$344K	Hold	8,548	–	–	0.11%	168
2018 Q4	$295K	Buy	+8,548	New	+$321K	0.11%	173

Other funds holding VO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sound View Wealth Advisors's VO Position: Q1 2019 in Review

Sound View Wealth Advisors held its Vanguard Mid-Cap ETF (VO) position steady in Q1 2019 at 8,548 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #168.

Sound View Wealth Advisors first reported a position in VO in Q4 2018 and has held it in 2 quarters since. 862 funds tracked by Wall St. Rank hold VO as of Q1 2019.

Sound View Wealth Advisors held 8,548 shares of Vanguard Mid-Cap ETF worth $344K as of Q1 2019.
Sound View Wealth Advisors left its Vanguard Mid-Cap ETF share count unchanged in Q1 2019.
Vanguard Mid-Cap ETF made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #168 holding.
Sound View Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 2 quarters since.
862 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.