9258 Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

9258 Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$290K	Sell	1,193 -339	-22%	-$78.9K	0.04%	276
2024 Q2	$352K	Sell	1,532 -24	-2%	-$5.5K	0.05%	242
2024 Q1	$367K	Hold	1,556	–	–	0.06%	240
2023 Q4	$342K	Sell	1,556 -88	-5%	-$17.6K	0.06%	233
2023 Q3	$320K	Hold	1,644	–	–	0.06%	235
2023 Q2	$338K	Sell	1,644 -152	-8%	-$29.5K	0.06%	240
2023 Q1	$350K	Sell	1,796 -88	-5%	-$16.8K	0.07%	230
2022 Q4	$339K	Sell	1,884 -194	-9%	-$35.2K	0.07%	230
2022 Q3	$354K	Buy	2,078 +56	+3%	+$10.6K	0.09%	215
2022 Q2	$355K	Sell	2,022 -147	-7%	-$28.5K	0.09%	218
2022 Q1	$483K	Buy	2,169 +1,021	+89%	+$225K	0.11%	194
2021 Q4	$292K	Buy	+1,148	New	+$289K	0.07%	296

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

9258 Wealth Management's VOT Position: Q3 2024 in Review

9258 Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 22% in Q3 2024, selling an estimated $78.9K and leaving 1,193 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #276.

9258 Wealth Management first reported a position in VOT in Q4 2021 and has held it in 12 quarters since. The position peaked at $483K in Q1 2022. 904 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

9258 Wealth Management held 1,193 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $290K as of Q3 2024.
9258 Wealth Management sold 339 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $78.9K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #276 holding.
9258 Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
9258 Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $483K in Q1 2022.
904 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.