Apriem Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Apriem 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
2017 Q2	–	Sell	-19	Closed	-$2K	–	542
2017 Q1	$2K	Buy	+19	New	+$2.11K	﹤0.01%	606

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Apriem Advisors's VOT Position: Q2 2017 in Review

Apriem Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2017, closing a stake of 19 shares — an estimated $2K sold.

Apriem Advisors first reported a position in VOT in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 282 funds tracked by Wall St. Rank hold VOT as of Q2 2017.

Apriem Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 19 Vanguard Mid-Cap Growth ETF shares in Q2 2017, an estimated $2K.
Apriem Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2017 and held it in 1 quarter.
Apriem Advisors's Vanguard Mid-Cap Growth ETF position peaked at $2K in Q1 2017.
282 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.