Alpine Woods Capital Investors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-3,350
Closed -$401K 291
2018
Q4
$401K Hold
3,350
0.1% 191
2018
Q3
$477K Buy
3,350
+250
+8% +$35K 0.1% 158
2018
Q2
$417K Buy
+3,100
New +$412K 0.09% 160

Other funds holding VOT

Alpine Woods Capital Investors's VOT Position: Q1 2019 in Review

Alpine Woods Capital Investors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2019, closing a stake of 3,350 shares — an estimated $401K sold.

Alpine Woods Capital Investors first reported a position in VOT in Q2 2018 and held it in 3 quarters. The position peaked at $477K in Q3 2018. 406 funds tracked by Wall St. Rank hold VOT as of Q1 2019.

  • Alpine Woods Capital Investors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 3,350 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2019, an estimated $401K.
  • Alpine Woods Capital Investors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2018 and held it in 3 quarters.
  • Alpine Woods Capital Investors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $477K in Q3 2018.
  • 406 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2019.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2019, filed 6 May 2019.