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Capital Bank & Trust’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Capital Bank & Trust’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
2018
Q4 		– Sell
-45
Closed -$6K – 844
2018
Q3 		$6K Hold
45
– – ﹤0.01% 707
2018
Q2 		$6K Hold
45
– – ﹤0.01% 579
2018
Q1 		$6K Hold
45
– – ﹤0.01% 560
2017
Q4 		$6K Hold
45
– – ﹤0.01% 595
2017
Q3 		$5K Hold
45
– – ﹤0.01% 550
2017
Q2 		$5K Buy
+45
New +$5.23K ﹤0.01% 508

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Bank & Trust's VOT Position: Q4 2018 in Review

Capital Bank & Trust sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2018, closing a stake of 45 shares — an estimated $6K sold.

Capital Bank & Trust first reported a position in VOT in Q2 2017 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 387 funds tracked by Wall St. Rank hold VOT as of Q4 2018.

  • Capital Bank & Trust reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Capital Bank & Trust sold 45 Vanguard Mid-Cap Growth ETF shares in Q4 2018, an estimated $6K.
  • Capital Bank & Trust first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2017 and held it in 6 quarters.
  • Capital Bank & Trust's Vanguard Mid-Cap Growth ETF position peaked at $6K in Q3 2018.
  • 387 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2018.

Based on Capital Bank & Trust's 13F filing for Q4 2018, filed 14 Feb 2019.