Successful Portfolios’s Vanguard Mid-Cap ETF VO Stock Holding History

Successful Portfolios’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
2018 Q4	–	Sell	-5,372	Closed	-$221K	–	139
2018 Q3	$221K	Buy	5,372 +104	+2%	+$4.24K	0.24%	122
2018 Q2	$208K	Hold	5,268	–	–	0.24%	122
2018 Q1	$203K	Sell	5,268 -140	-3%	-$5.51K	0.25%	117
2017 Q4	$209K	Buy	+5,408	New	+$204K	0.26%	121

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Successful Portfolios's VO Position: Q4 2018 in Review

Successful Portfolios sold out of Vanguard Mid-Cap ETF (VO) in Q4 2018, closing a stake of 5,372 shares — an estimated $221K sold.

Successful Portfolios first reported a position in VO in Q4 2017 and held it in 4 quarters. The position peaked at $221K in Q3 2018. 842 funds tracked by Wall St. Rank hold VO as of Q4 2018.

Successful Portfolios reported no remaining Vanguard Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
Successful Portfolios sold 5,372 Vanguard Mid-Cap ETF shares in Q4 2018, an estimated $221K.
Successful Portfolios first reported a position in Vanguard Mid-Cap ETF in Q4 2017 and held it in 4 quarters.
Successful Portfolios's Vanguard Mid-Cap ETF position peaked at $221K in Q3 2018.
842 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2018.

Based on Successful Portfolios's 13F filing for Q4 2018, filed 14 Jan 2019.