HWP
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Highline Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Highline Wealth Partners’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
-320
Closed -$20.1K – 587
2024
Q1 		$20.1K Buy
320
+156
+95% +$9.22K 0.01% 174
2023
Q4 		$9.54K Buy
+164
New +$8.76K ﹤0.01% 205

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Highline Wealth Partners's VO Position: Q2 2024 in Review

Highline Wealth Partners sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q2 2024, closing a stake of 320 shares — an estimated $20.1K sold.

Highline Wealth Partners first reported a position in VO in Q4 2023 and held it in 2 quarters. The position peaked at $20.1K in Q1 2024. 1,888 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Highline Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Highline Wealth Partners sold 320 Vanguard Morningstar Mid-Cap ETF shares in Q2 2024, an estimated $20.1K.
  • Highline Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Highline Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $20.1K in Q1 2024.
  • 1,888 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2024.

Based on Highline Wealth Partners's 13F filing for Q2 2024, filed 28 Oct 2024.