West Oak Capital’s Vanguard Mid-Cap ETF VO Stock Holding History

West Oak Capital’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 Q1	–	Sell	-368	Closed	-$12.7K	–	328
2018 Q4	$12.7K	Buy	+368	New	+$13.8K	0.01%	233

Other funds holding VO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

West Oak Capital's VO Position: Q1 2019 in Review

West Oak Capital sold out of Vanguard Mid-Cap ETF (VO) in Q1 2019, closing a stake of 368 shares — an estimated $12.7K sold.

West Oak Capital first reported a position in VO in Q4 2018 and held it in 1 quarter. The position peaked at $12.7K in Q4 2018. 862 funds tracked by Wall St. Rank hold VO as of Q1 2019.

West Oak Capital reported no remaining Vanguard Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
West Oak Capital sold 368 Vanguard Mid-Cap ETF shares in Q1 2019, an estimated $12.7K.
West Oak Capital first reported a position in Vanguard Mid-Cap ETF in Q4 2018 and held it in 1 quarter.
West Oak Capital's Vanguard Mid-Cap ETF position peaked at $12.7K in Q4 2018.
862 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2019.

Based on West Oak Capital's 13F filing for Q1 2019, filed 3 Apr 2019.