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Accurate Investment Solutions’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Accurate Investment Solutions’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
2019
Q3 		– Sell
-19
Closed -$3K – 411
2019
Q2 		$3K Buy
+19
New +$2.77K ﹤0.01% 328
2018
Q3 		– Sell
-495
Closed -$67K – 522
2018
Q2 		$67K Sell
495
-986
-67% -$131K 0.05% 123
2018
Q1 		$192K Buy
1,481
+1,424
+2,498% +$187K 0.15% 61
2017
Q4 		$7K Sell
57
-22,337
-100% -$2.8M 0.01% 281
2017
Q3 		$2.73M Buy
+22,394
New +$2.67M 2.06% 27

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Accurate Investment Solutions's VOT Position: Q3 2019 in Review

Accurate Investment Solutions sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2019, closing a stake of 19 shares — an estimated $3K sold.

Accurate Investment Solutions first reported a position in VOT in Q3 2017 and held it in 5 quarters. The position peaked at $2.73M in Q3 2017. 419 funds tracked by Wall St. Rank hold VOT as of Q3 2019.

  • Accurate Investment Solutions reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Accurate Investment Solutions sold 19 Vanguard Mid-Cap Growth ETF shares in Q3 2019, an estimated $3K.
  • Accurate Investment Solutions first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2017 and held it in 5 quarters.
  • Accurate Investment Solutions's Vanguard Mid-Cap Growth ETF position peaked at $2.73M in Q3 2017.
  • 419 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2019.

Based on Accurate Investment Solutions's 13F filing for Q3 2019, filed 10 Oct 2019.