MIM
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Macroview Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Macroview Investment 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
2024
Q2 		– Sell
-1,200
Closed -$75K – 699
2024
Q1 		$75K Hold
1,200
– – 0.08% 120
2023
Q4 		$69.8K Buy
1,200
+1,188
+9,900% +$63.5K 0.08% 121
2023
Q3 		$630 Hold
12
– – ﹤0.01% 705
2023
Q2 		$663 Buy
+12
New +$629 ﹤0.01% 440

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Macroview Investment Management's VO Position: Q2 2024 in Review

Macroview Investment Management sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 1,200 shares — an estimated $75K sold.

Macroview Investment Management first reported a position in VO in Q2 2023 and held it in 4 quarters. The position peaked at $75K in Q1 2024. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Macroview Investment Management reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Macroview Investment Management sold 1,200 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $75K.
  • Macroview Investment Management first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and held it in 4 quarters.
  • Macroview Investment Management's Vanguard Mid-Cap ETF position peaked at $75K in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.