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

Quest 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
2021 Q4	$5.13M	Buy	80,460 +108	+0.1%	+$6.77K	0.88%	14
2021 Q3	$4.76M	Buy	80,352 +38,864	+94%	+$2.35M	0.93%	12
2021 Q2	$2.46M	Buy	41,488 +17,620	+74%	+$1.02M	0.49%	23
2021 Q1	$1.32M	Buy	23,868 +15,380	+181%	+$835K	0.28%	54
2020 Q4	$439K	Sell	8,488 -5,720	-40%	-$277K	0.1%	124
2020 Q3	$626K	Buy	14,208 +944	+7%	+$41.1K	0.17%	81
2020 Q2	$544K	Buy	13,264 +3,184	+32%	+$122K	0.16%	83
2020 Q1	$332K	Buy	+10,080	New	+$417K	0.11%	114

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

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Quest Capital Management's VO Position: Q4 2021 in Review

Quest Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.13% in Q4 2021, buying an estimated $6.77K and bringing the position to 80,460 shares worth $5.13M. The position accounts for 0.88% of the portfolio, ranked #14.

Quest Capital Management first reported a position in VO in Q1 2020 and has held it in 8 quarters since. 1,579 funds tracked by Wall St. Rank hold VO as of Q4 2021.

Quest Capital Management held 80,460 shares of Vanguard Morningstar Mid-Cap ETF worth $5.13M as of Q4 2021.
Quest Capital Management bought 108 Vanguard Morningstar Mid-Cap ETF shares in Q4 2021, an estimated $6.77K.
Vanguard Morningstar Mid-Cap ETF made up 0.88% of Quest Capital Management's portfolio in Q4 2021, its #14 holding.
Quest Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2020 and has held it in 8 quarters since.
1,579 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.