WESPAC Advisors SoCal’s Vanguard Mid-Cap ETF VO Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-604	Closed	-$24K	–	302
2019 Q1	$24K	Buy	+604	New	+$23.2K	0.01%	162
2018 Q4	–	Hold	0	–	–	–	165
2018 Q3	–	Hold	0	–	–	–	225

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

WESPAC Advisors SoCal's VO Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Vanguard Mid-Cap ETF (VO) in Q2 2019, closing a stake of 604 shares — an estimated $24K sold.

WESPAC Advisors SoCal first reported a position in VO in Q1 2019 and held it in 1 quarter. The position peaked at $24K in Q1 2019. 889 funds tracked by Wall St. Rank hold VO as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Vanguard Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 604 Vanguard Mid-Cap ETF shares in Q2 2019, an estimated $24K.
WESPAC Advisors SoCal first reported a position in Vanguard Mid-Cap ETF in Q1 2019 and held it in 1 quarter.
WESPAC Advisors SoCal's Vanguard Mid-Cap ETF position peaked at $24K in Q1 2019.
889 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.