Stelac Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Stelac Advisory Services’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 Q3	–	Sell	-1,916	Closed	-$114K	–	283
2021 Q2	$114K	Hold	1,916	–	–	0.03%	269
2021 Q1	$106K	Sell	1,916 -11,532	-86%	-$626K	0.04%	225
2020 Q4	$695K	Buy	+13,448	New	+$651K	0.18%	90
2019 Q4	–	Sell	-2,800	Closed	-$117K	–	114
2019 Q3	$117K	Hold	2,800	–	–	0.08%	100
2019 Q2	$117K	Buy	+2,800	New	+$115K	0.09%	80
2018 Q4	–	Sell	-2,800	Closed	-$115K	–	132
2018 Q3	$115K	Hold	2,800	–	–	0.03%	126
2018 Q2	$110K	Hold	2,800	–	–	0.03%	131
2018 Q1	$108K	Buy	+2,800	New	+$110K	0.03%	122

Other funds holding VO

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Stelac Advisory Services's VO Position: Q3 2021 in Review

Stelac Advisory Services sold out of Vanguard Mid-Cap ETF (VO) in Q3 2021, closing a stake of 1,916 shares — an estimated $114K sold.

Stelac Advisory Services first reported a position in VO in Q1 2018 and held it in 8 quarters. The position peaked at $695K in Q4 2020. 1,354 funds tracked by Wall St. Rank hold VO as of Q3 2021.

Stelac Advisory Services reported no remaining Vanguard Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Stelac Advisory Services sold 1,916 Vanguard Mid-Cap ETF shares in Q3 2021, an estimated $114K.
Stelac Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q1 2018 and held it in 8 quarters.
Stelac Advisory Services's Vanguard Mid-Cap ETF position peaked at $695K in Q4 2020.
1,354 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2021.

Based on Stelac Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.