Camarda Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Camarda Financial 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
2019 Q3	–	Sell	-187	Closed	-$28K	–	450
2019 Q2	$28K	Hold	187	–	–	0.05%	114
2019 Q1	$27K	Sell	187 -1,066	-85%	-$143K	0.05%	114
2018 Q4	$150K	Hold	1,253	–	–	0.18%	51
2018 Q3	$179K	Hold	1,253	–	–	0.2%	58
2018 Q2	$168K	Hold	1,253	–	–	0.18%	70
2018 Q1	$162K	Sell	1,253 -141	-10%	-$18.5K	0.17%	72
2017 Q4	$178K	Sell	1,394 -763	-35%	-$95.7K	0.21%	76
2017 Q3	$263K	Hold	2,157	–	–	0.28%	70
2017 Q2	$254K	Sell	2,157 -1,223	-36%	-$142K	0.27%	70
2017 Q1	$382K	Sell	3,380 -2,483	-42%	-$276K	0.37%	67
2016 Q4	$620K	Sell	5,863 -687	-10%	-$72.1K	0.42%	69
2016 Q3	$697K	Sell	6,550 -5,303	-45%	-$561K	0.42%	69
2016 Q2	$1.21M	Sell	11,853 -726	-6%	-$73.3K	0.76%	53
2016 Q1	$1.26M	Buy	12,579 +2,378	+23%	+$222K	0.79%	48
2015 Q4	$1.02M	Sell	10,201 -4,834	-32%	-$490K	0.62%	58
2015 Q3	$1.46M	Buy	+15,035	New	+$1.57M	0.91%	27
2014 Q1	–	Sell	-301	Closed	-$27K	–	228
2013 Q4	$27K	Buy	+301	New	+$26.3K	0.02%	114

Other funds holding VOT

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Camarda Financial Advisors's VOT Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2019, closing a stake of 187 shares — an estimated $28K sold.

Camarda Financial Advisors first reported a position in VOT in Q4 2013 and held it in 17 quarters. The position peaked at $1.46M in Q3 2015. 420 funds tracked by Wall St. Rank hold VOT as of Q3 2019.

Camarda Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 187 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2019, an estimated $28K.
Camarda Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2013 and held it in 17 quarters.
Camarda Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.46M in Q3 2015.
420 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.