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

BDO 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
2023 Q2	$44.8K	Hold	218	–	–	0.01%	454
2023 Q1	$42.4K	Hold	218	–	–	0.01%	449
2022 Q4	$39.1K	Hold	218	–	–	﹤0.01%	453
2022 Q3	$37K	Buy	218 +1	+0.5%	+$189	﹤0.01%	458
2022 Q2	$38K	Hold	217	–	–	﹤0.01%	455
2022 Q1	$48K	Hold	217	–	–	0.01%	437
2021 Q4	$55K	Sell	217 -500	-70%	-$126K	0.01%	435
2021 Q3	$169K	Hold	717	–	–	0.02%	307
2021 Q2	$169K	Sell	717 -75	-9%	-$16.8K	0.02%	312
2021 Q1	$170K	Buy	792 +115	+17%	+$24.9K	0.02%	307
2020 Q4	$143K	Hold	677	–	–	0.02%	263
2020 Q3	$122K	Sell	677 -25	-4%	-$4.41K	0.02%	256
2020 Q2	$116K	Sell	702 -159	-18%	-$24K	0.02%	265
2020 Q1	$109K	Sell	861 -19	-2%	-$2.88K	0.02%	261
2019 Q4	$140K	Sell	880 -48	-5%	-$7.32K	0.04%	221
2019 Q3	$137K	Sell	928 -23	-2%	-$3.44K	0.04%	228
2019 Q2	$142K	Buy	951 +51	+6%	+$7.44K	0.04%	222
2019 Q1	$129K	Hold	900	–	–	0.04%	208
2018 Q4	$108K	Sell	900 -616	-41%	-$79.1K	0.04%	196
2018 Q3	$216K	Hold	1,516	–	–	0.07%	148
2018 Q2	$204K	Sell	1,516 -94	-6%	-$12.5K	0.07%	158
2018 Q1	$209K	Buy	+1,610	New	+$211K	0.08%	125
2017 Q3	–	Sell	-1,069	Closed	-$126K	–	551
2017 Q2	$126K	Buy	+1,069	New	+$124K	0.06%	150

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BDO Wealth Advisors's VOT Position: Q2 2023 in Review

BDO Wealth Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2023 at 218 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #454.

BDO Wealth Advisors first reported a position in VOT in Q2 2017 and has held it in 23 quarters since. The position peaked at $216K in Q3 2018. 746 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

BDO Wealth Advisors held 218 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $44.8K as of Q2 2023.
BDO Wealth Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2023.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #454 holding.
BDO Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $216K in Q3 2018.
746 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.