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Camarda Financial Advisors’s Vanguard 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Camarda Financial Advisors sold out of Vanguard 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. 419 funds tracked by Wall St. Rank hold VOT as of Q3 2019.

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

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