WealthStone’s Vanguard Mid-Cap ETF VO Stock Holding History

WealthStone’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 Q3	–	Sell	-5,236	Closed	-$215K	–	246
2020 Q2	$215K	Buy	+5,236	New	+$201K	0.1%	148
2020 Q1	–	Sell	-5,464	Closed	-$240K	–	39
2019 Q4	$240K	Buy	5,464 +228	+4%	+$9.79K	0.14%	33
2019 Q3	$219K	Buy	+5,236	New	+$219K	0.12%	45
2019 Q2	–	Sell	-5,236	Closed	-$214K	–	109
2019 Q1	$210K	Buy	+5,236	New	+$201K	7.55%	4

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WealthStone's VO Position: Q3 2020 in Review

WealthStone sold out of Vanguard Mid-Cap ETF (VO) in Q3 2020, closing a stake of 5,236 shares — an estimated $215K sold.

WealthStone first reported a position in VO in Q1 2019 and held it in 4 quarters. The position peaked at $240K in Q4 2019. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

WealthStone reported no remaining Vanguard Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
WealthStone sold 5,236 Vanguard Mid-Cap ETF shares in Q3 2020, an estimated $215K.
WealthStone first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and held it in 4 quarters.
WealthStone's Vanguard Mid-Cap ETF position peaked at $240K in Q4 2019.
1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.