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

High Pines 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
2023 Q4	$5.74M	Buy	98,684 +4,000	+4%	+$214K	8.75%	5
2023 Q3	$4.93M	Buy	94,684 +17,040	+22%	+$935K	8.11%	5
2023 Q2	$4.27M	Buy	77,644 +1,824	+2%	+$95.6K	6.51%	6
2023 Q1	$4M	Sell	75,820 -160	-0.2%	-$8.51K	6.64%	6
2022 Q4	$3.87M	Buy	75,980 +508	+0.7%	+$25.9K	6.79%	6
2022 Q3	$3.55M	Buy	75,472 +304	+0.4%	+$15.9K	6.77%	6
2022 Q2	$3.7M	Sell	75,168 -5,300	-7%	-$286K	6.83%	6
2022 Q1	$4.79M	Buy	80,468 +844	+1%	+$49.5K	3.52%	11
2021 Q4	$5.07M	Buy	79,624 +6,280	+9%	+$394K	3.53%	10
2021 Q3	$4.34M	Sell	73,344 -1,296	-2%	-$78.3K	2.98%	15
2021 Q2	$4.43M	Sell	74,640 -880	-1%	-$51K	3.34%	9
2021 Q1	$4.18M	Buy	75,520 +152	+0.2%	+$8.25K	3.69%	8
2020 Q4	$3.9M	Buy	+75,368	New	+$3.65M	3.6%	11

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

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

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

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

High Pines Wealth Management's VO Position: Q4 2023 in Review

High Pines Wealth Management increased its Vanguard Mid-Cap ETF (VO) stake by 4.2% in Q4 2023, buying an estimated $214K and bringing the position to 98,684 shares worth $5.74M. The position accounts for 8.75% of the portfolio, ranked #5.

High Pines Wealth Management first reported a position in VO in Q4 2020 and has held it in 13 quarters since. 1,828 funds tracked by Wall St. Rank hold VO as of Q4 2023.

High Pines Wealth Management held 98,684 shares of Vanguard Mid-Cap ETF worth $5.74M as of Q4 2023.
High Pines Wealth Management bought 4,000 Vanguard Mid-Cap ETF shares in Q4 2023, an estimated $214K.
Vanguard Mid-Cap ETF made up 8.75% of High Pines Wealth Management's portfolio in Q4 2023, its #5 holding.
High Pines Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 13 quarters since.
1,828 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.