WJ Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

WJ 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
2020 Q3	–	Sell	-10,684	Closed	-$436K	–	50
2020 Q2	$436K	Buy	10,684 +4,120	+63%	+$158K	0.31%	35
2020 Q1	$216K	Sell	6,564 -7,356	-53%	-$305K	0.78%	23
2019 Q4	$620K	Buy	+13,920	New	+$598K	1.56%	18

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

WJ Wealth Management's VO Position: Q3 2020 in Review

WJ Wealth Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2020, closing a stake of 10,684 shares — an estimated $436K sold.

WJ Wealth Management first reported a position in VO in Q4 2019 and held it in 3 quarters. The position peaked at $620K in Q4 2019. 1,057 funds tracked by Wall St. Rank hold VO as of Q3 2020.

WJ Wealth Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
WJ Wealth Management sold 10,684 Vanguard Mid-Cap ETF shares in Q3 2020, an estimated $436K.
WJ Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2019 and held it in 3 quarters.
WJ Wealth Management's Vanguard Mid-Cap ETF position peaked at $620K in Q4 2019.
1,057 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2020.

Based on WJ Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.