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Wechter Feldman Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Wechter Feldman 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
2017
Q2 		– Sell
-26,364
Closed -$918K – 34
2017
Q1 		$918K Hold
26,364
– – 0.63% 16
2016
Q4 		$868K Buy
+26,364
New +$853K 0.57% 19

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wechter Feldman Wealth Management's VO Position: Q2 2017 in Review

Wechter Feldman Wealth Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2017, closing a stake of 26,364 shares — an estimated $918K sold.

Wechter Feldman Wealth Management first reported a position in VO in Q4 2016 and held it in 2 quarters. The position peaked at $918K in Q1 2017. 638 funds tracked by Wall St. Rank hold VO as of Q2 2017.

  • Wechter Feldman Wealth Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 26,364 Vanguard Morningstar Mid-Cap ETF shares in Q2 2017, an estimated $918K.
  • Wechter Feldman Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and held it in 2 quarters.
  • Wechter Feldman Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $918K in Q1 2017.
  • 638 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2017.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.