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

Aspire 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
2024 Q3	$1.8M	Sell	7,397 -47	-0.6%	-$10.9K	0.97%	21
2024 Q2	$1.71M	Sell	7,444 -516	-6%	-$118K	0.98%	22
2024 Q1	$1.88M	Sell	7,960 -61	-0.8%	-$13.7K	1.13%	21
2023 Q4	$1.76M	Sell	8,021 -663	-8%	-$133K	1.2%	20
2023 Q3	$1.69M	Sell	8,684 -162	-2%	-$33.1K	1.29%	19
2023 Q2	$1.82M	Sell	8,846 -14	-0.2%	-$2.71K	1.38%	17
2023 Q1	$1.73M	Sell	8,860 -155	-2%	-$29.7K	1.4%	17
2022 Q4	$1.62M	Sell	9,015 -429	-5%	-$77.7K	1.41%	17
2022 Q3	$1.61M	Buy	9,444 +2,754	+41%	+$521K	1.52%	17
2022 Q2	$1.17M	Buy	6,690 +5,679	+562%	+$1.1M	1.08%	22
2022 Q1	$225K	Buy	1,011 +795	+368%	+$175K	0.18%	84
2021 Q4	$55K	Buy	+216	New	+$54.4K	0.04%	118

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

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

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

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

Aspire Wealth Management's VOT Position: Q3 2024 in Review

Aspire Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.63% in Q3 2024, selling an estimated $10.9K and leaving 7,397 shares worth $1.8M. The position accounts for 0.97% of the portfolio, ranked #21.

Aspire Wealth Management first reported a position in VOT in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.88M in Q1 2024. 901 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

Aspire Wealth Management held 7,397 shares of Vanguard Mid-Cap Growth ETF worth $1.8M as of Q3 2024.
Aspire Wealth Management sold 47 Vanguard Mid-Cap Growth ETF shares in Q3 2024, an estimated $10.9K.
Vanguard Mid-Cap Growth ETF made up 0.97% of Aspire Wealth Management's portfolio in Q3 2024, its #21 holding.
Aspire Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $1.88M in Q1 2024.
901 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.