Alaska Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Alaska Wealth Advisors’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 Q4	–	Sell	-586	Closed	-$143K	–	109
2024 Q3	$143K	Hold	586	–	–	0.02%	79
2024 Q2	$135K	Sell	586 -21	-3%	-$4.82K	0.02%	73
2024 Q1	$143K	Hold	607	–	–	0.02%	74
2023 Q4	$133K	Sell	607 -28	-4%	-$5.6K	0.02%	73
2023 Q3	$124K	Buy	635 +28	+5%	+$5.72K	0.02%	67
2023 Q2	$125K	Sell	607 -24	-4%	-$4.65K	0.02%	72
2023 Q1	$123K	Buy	+631	New	+$121K	0.02%	65

Other funds holding VOT

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Alaska Wealth Advisors's VOT Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 586 shares — an estimated $143K sold.

Alaska Wealth Advisors first reported a position in VOT in Q1 2023 and held it in 7 quarters. The position peaked at $143K in Q1 2024. 980 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

Alaska Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 586 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $143K.
Alaska Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and held it in 7 quarters.
Alaska Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $143K in Q1 2024.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.