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

Aevitas 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
2022 Q2	–	Sell	-1,105	Closed	-$246K	–	118
2022 Q1	$246K	Sell	1,105 -30	-3%	-$6.62K	0.15%	109
2021 Q4	$289K	Hold	1,135	–	–	0.17%	107
2021 Q3	$268K	Hold	1,135	–	–	0.17%	110
2021 Q2	$268K	Hold	1,135	–	–	0.17%	107
2021 Q1	$244K	Hold	1,135	–	–	0.17%	107
2020 Q4	$241K	Hold	1,135	–	–	0.18%	105
2020 Q3	$204K	Buy	+1,135	New	+$200K	0.17%	107
2019 Q2	–	Sell	-1,335	Closed	-$190K	–	340
2019 Q1	$190K	Sell	1,335 -1	-0.1%	-$135	0.17%	104
2018 Q4	$160K	Hold	1,336	–	–	0.16%	109
2018 Q3	$190K	Hold	1,336	–	–	0.17%	106
2018 Q2	$180K	Hold	1,336	–	–	0.18%	107
2018 Q1	$173K	Sell	1,336 -50	-4%	-$6.57K	0.17%	103
2017 Q4	$177K	Buy	+1,386	New	+$174K	0.17%	102

Other funds holding VOT

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

Aevitas Wealth Management's VOT Position: Q2 2022 in Review

Aevitas Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 1,105 shares — an estimated $246K sold.

Aevitas Wealth Management first reported a position in VOT in Q4 2017 and held it in 13 quarters. The position peaked at $289K in Q4 2021. 680 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

Aevitas Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Aevitas Wealth Management sold 1,105 Vanguard Mid-Cap Growth ETF shares in Q2 2022, an estimated $246K.
Aevitas Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and held it in 13 quarters.
Aevitas Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $289K in Q4 2021.
680 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2022.

Based on Aevitas Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.