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

Abich Financial 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
Q1 		– Sell
-21
Closed -$4.67K – 627
2023
Q4 		$4.67K Buy
+21
New +$4.2K ﹤0.01% 259

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Abich Financial Wealth Management's VOT Position: Q1 2024 in Review

Abich Financial Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2024, closing a stake of 21 shares — an estimated $4.67K sold.

Abich Financial Wealth Management first reported a position in VOT in Q4 2023 and held it in 1 quarter. The position peaked at $4.67K in Q4 2023. 869 funds tracked by Wall St. Rank hold VOT as of Q1 2024.

  • Abich Financial Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 21 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $4.67K.
  • Abich Financial Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Abich Financial Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.67K in Q4 2023.
  • 869 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on Abich Financial Wealth Management's 13F filing for Q1 2024, filed 21 Jun 2024.