Highview Capital Management’s Vanguard Morningstar 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 $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Highview Capital Management sold out of Vanguard Morningstar 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. 1,620 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Highview Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Highview Capital Management sold 4,920 Vanguard Morningstar Mid-Cap ETF shares in Q4 2022, an estimated $231K.
Highview Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and held it in 4 quarters.
Highview Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $303K in Q4 2021.
1,620 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2022.

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