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

Capital Advisors 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 Q1	–	Sell	-5,470	Closed	-$1.2M	–	166
2023 Q4	$1.2M	Buy	5,470 +312	+6%	+$62.4K	0.27%	48
2023 Q3	$1M	Sell	5,158 -13,988	-73%	-$2.86M	0.26%	52
2023 Q2	$3.94M	Buy	19,146 +505	+3%	+$97.9K	1.01%	25
2023 Q1	$3.63M	Buy	+18,641	New	+$3.57M	1.01%	27
2022 Q1	–	Sell	-21,454	Closed	-$5.46M	–	137
2021 Q4	$5.46M	Sell	21,454 -1,627	-7%	-$410K	1.66%	21
2021 Q3	$5.45M	Buy	23,081 +147	+0.6%	+$35.6K	1.93%	18
2021 Q2	$5.42M	Buy	22,934 +5,454	+31%	+$1.22M	2.01%	17
2021 Q1	$3.75M	Buy	+17,480	New	+$3.79M	1.62%	20

Other funds holding VOT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Capital Advisors Wealth Management's VOT Position: Q1 2024 in Review

Capital Advisors Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2024, closing a stake of 5,470 shares — an estimated $1.2M sold.

Capital Advisors Wealth Management first reported a position in VOT in Q1 2021 and held it in 8 quarters. The position peaked at $5.46M in Q4 2021. 865 funds tracked by Wall St. Rank hold VOT as of Q1 2024.

Capital Advisors Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Capital Advisors Wealth Management sold 5,470 Vanguard Mid-Cap Growth ETF shares in Q1 2024, an estimated $1.2M.
Capital Advisors Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2021 and held it in 8 quarters.
Capital Advisors Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $5.46M in Q4 2021.
865 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2024.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2024, filed 12 Apr 2024.