Highview Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Highview Capital 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
2022 Q4	–	Sell	-4,920	Closed	-$231K	–	118
2022 Q3	$231K	Hold	4,920	–	–	0.17%	92
2022 Q2	$242K	Hold	4,920	–	–	0.19%	89
2022 Q1	$293K	Buy	4,920 +160	+3%	+$9.39K	0.19%	98
2021 Q4	$303K	Buy	+4,760	New	+$298K	0.2%	90

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

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

Highview Capital Management's VO Position: Q4 2022 in Review

Highview Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 4,920 shares — an estimated $231K sold.

Highview Capital Management first reported a position in VO in Q4 2021 and held it in 4 quarters. The position peaked at $303K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Highview Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Highview Capital Management sold 4,920 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $231K.
Highview Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and held it in 4 quarters.
Highview Capital Management's Vanguard Mid-Cap ETF position peaked at $303K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

Based on Highview Capital Management's 13F filing for Q4 2022, filed 30 Jan 2023.