Harper Investing’s Vanguard Mid-Cap ETF VO Stock Holding History

Harper Investing’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
2023 Q2	–	Sell	-3,852	Closed	-$203K	–	25
2023 Q1	$203K	Sell	3,852 -4,828	-56%	-$257K	0.25%	22
2022 Q4	$442K	Sell	8,680 -8,752	-50%	-$446K	0.55%	25
2022 Q3	$820K	Sell	17,432 -1,244	-7%	-$65K	0.84%	26
2022 Q2	$920K	Sell	18,676 -1,880	-9%	-$102K	0.93%	26
2022 Q1	$1.22M	Buy	+20,556	New	+$1.21M	1.13%	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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harper Investing's VO Position: Q2 2023 in Review

Harper Investing sold out of Vanguard Mid-Cap ETF (VO) in Q2 2023, closing a stake of 3,852 shares — an estimated $203K sold.

Harper Investing first reported a position in VO in Q1 2022 and held it in 5 quarters. The position peaked at $1.22M in Q1 2022. 1,652 funds tracked by Wall St. Rank hold VO as of Q2 2023.

Harper Investing reported no remaining Vanguard Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Harper Investing sold 3,852 Vanguard Mid-Cap ETF shares in Q2 2023, an estimated $203K.
Harper Investing first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and held it in 5 quarters.
Harper Investing's Vanguard Mid-Cap ETF position peaked at $1.22M in Q1 2022.
1,652 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2023.

Based on Harper Investing's 13F filing for Q2 2023, filed 8 Aug 2023.