Titus Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Titus Wealth Management’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 Q2	–	Sell	-4,364	Closed	-$242K	–	156
2021 Q1	$242K	Sell	4,364 -80	-2%	-$4.34K	0.14%	124
2020 Q4	$230K	Sell	4,444 -304	-6%	-$14.7K	0.14%	118
2020 Q3	$209K	Buy	+4,748	New	+$207K	0.15%	112
2020 Q1	–	Sell	-4,628	Closed	-$206K	–	117
2019 Q4	$206K	Sell	4,628 -1,188	-20%	-$51K	0.21%	103
2019 Q3	$244K	Buy	5,816 +392	+7%	+$16.4K	0.22%	83
2019 Q2	$227K	Sell	5,424 -356	-6%	-$14.6K	0.22%	80
2019 Q1	$232	Buy	+5,780	New	+$222K	0.2%	90

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

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

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

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

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

Titus Wealth Management's VO Position: Q2 2021 in Review

Titus Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2021, closing a stake of 4,364 shares — an estimated $242K sold.

Titus Wealth Management first reported a position in VO in Q1 2019 and held it in 7 quarters. The position peaked at $244K in Q3 2019. 1,327 funds tracked by Wall St. Rank hold VO as of Q2 2021.

Titus Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Titus Wealth Management sold 4,364 Vanguard Mid-Cap ETF shares in Q2 2021, an estimated $242K.
Titus Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and held it in 7 quarters.
Titus Wealth Management's Vanguard Mid-Cap ETF position peaked at $244K in Q3 2019.
1,327 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2021.

Based on Titus Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.