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Hartline Investment Corp’s Vanguard Mid-Cap ETF VO Stock Holding History

Hartline Investment Corp’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
2024
Q2 		– Sell
-33,468
Closed -$2.09M – 417
2024
Q1 		$2.09M Buy
+33,468
New +$1.98M 0.37% 61

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UBS Group
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Northwestern Mutual Wealth Management
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
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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hartline Investment Corp's VO Position: Q2 2024 in Review

Hartline Investment Corp sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 33,468 shares — an estimated $2.09M sold.

Hartline Investment Corp first reported a position in VO in Q1 2024 and held it in 1 quarter. The position peaked at $2.09M in Q1 2024. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Hartline Investment Corp reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 33,468 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $2.09M.
  • Hartline Investment Corp first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's Vanguard Mid-Cap ETF position peaked at $2.09M in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.