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

Advocacy Wealth Management Services’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
2023 Q1	–	Sell	-83,554	Closed	-$15M	–	44
2022 Q4	$15M	Sell	83,554 -13,228	-14%	-$2.4M	1.98%	15
2022 Q3	$17.6M	Buy	96,782 +5,428	+6%	+$1.03M	2.57%	11
2022 Q2	$16M	Buy	91,354 +12,490	+16%	+$2.42M	2.58%	10
2022 Q1	$17.7M	Buy	78,864 +29,638	+60%	+$6.54M	3.08%	9
2021 Q4	$12.5M	Buy	49,226 +2,361	+5%	+$595K	2.1%	8
2021 Q3	$11.1M	Buy	46,865 +2,056	+5%	+$498K	2%	8
2021 Q2	$10.6M	Buy	44,809 +2,623	+6%	+$588K	1.96%	8
2021 Q1	$9.2M	Buy	+42,186	New	+$9.15M	1.84%	9
2016 Q2	–	Sell	-2,000	Closed	-$201K	–	461
2016 Q1	$201K	Hold	2,000	–	–	0.14%	87
2015 Q4	$199K	Buy	+2,000	New	+$203K	0.23%	84

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advocacy Wealth Management Services's VOT Position: Q1 2023 in Review

Advocacy Wealth Management Services sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2023, closing a stake of 83,554 shares — an estimated $15M sold.

Advocacy Wealth Management Services first reported a position in VOT in Q4 2015 and held it in 10 quarters. The position peaked at $17.7M in Q1 2022. 747 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

Advocacy Wealth Management Services reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Advocacy Wealth Management Services sold 83,554 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2023, an estimated $15M.
Advocacy Wealth Management Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2015 and held it in 10 quarters.
Advocacy Wealth Management Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $17.7M in Q1 2022.
747 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2023.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2023, filed 14 Apr 2023.