WKWM
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Walter & Keenan Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Walter & Keenan 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
2020
Q2 		– Sell
-11,668
Closed -$365K – 188
2020
Q1 		$365K Buy
+11,668
New +$483K 0.14% 78

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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Walter & Keenan Wealth Management's VO Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2020, closing a stake of 11,668 shares — an estimated $365K sold.

Walter & Keenan Wealth Management first reported a position in VO in Q1 2020 and held it in 1 quarter. The position peaked at $365K in Q1 2020. 1,053 funds tracked by Wall St. Rank hold VO as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 11,668 Vanguard Morningstar Mid-Cap ETF shares in Q2 2020, an estimated $365K.
  • Walter & Keenan Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $365K in Q1 2020.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.