Wealth & Pension Services Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Wealth & Pension Services Group’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 Q3	$446K	Sell	10,656 -144	-1%	-$6.02K	0.32%	79
2019 Q2	$451K	Buy	10,800 +24	+0.2%	+$982	0.33%	75
2019 Q1	$433K	Sell	10,776 -248	-2%	-$9.54K	0.34%	75
2018 Q4	$381K	Buy	+11,024	New	+$414K	0.34%	70

Other funds holding VO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Wealth & Pension Services Group's VO Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its Vanguard Mid-Cap ETF (VO) stake by 1.3% in Q3 2019, selling an estimated $6.02K and leaving 10,656 shares worth $446K. The position accounts for 0.32% of the portfolio, ranked #79.

Wealth & Pension Services Group first reported a position in VO in Q4 2018 and has held it in 4 quarters since. The position peaked at $451K in Q2 2019. 887 funds tracked by Wall St. Rank hold VO as of Q3 2019.

Wealth & Pension Services Group held 10,656 shares of Vanguard Mid-Cap ETF worth $446K as of Q3 2019.
Wealth & Pension Services Group sold 144 Vanguard Mid-Cap ETF shares in Q3 2019, an estimated $6.02K.
Vanguard Mid-Cap ETF made up 0.32% of Wealth & Pension Services Group's portfolio in Q3 2019, its #79 holding.
Wealth & Pension Services Group first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and has held it in 4 quarters since.
Wealth & Pension Services Group's Vanguard Mid-Cap ETF position peaked at $451K in Q2 2019.
887 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.