CWP
VOT icon

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

Capital Wealth Planning’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
-1,462
Closed -$218K – 295
2019
Q2 		$218K Buy
+1,462
New +$213K 0.02% 223

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

Capital Wealth Planning's VOT Position: Q3 2019 in Review

Capital Wealth Planning sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2019, closing a stake of 1,462 shares — an estimated $218K sold.

Capital Wealth Planning first reported a position in VOT in Q2 2019 and held it in 1 quarter. The position peaked at $218K in Q2 2019. 419 funds tracked by Wall St. Rank hold VOT as of Q3 2019.

  • Capital Wealth Planning reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 1,462 Vanguard Mid-Cap Growth ETF shares in Q3 2019, an estimated $218K.
  • Capital Wealth Planning first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2019 and held it in 1 quarter.
  • Capital Wealth Planning's Vanguard Mid-Cap Growth ETF position peaked at $218K in Q2 2019.
  • 419 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2019.

Based on Capital Wealth Planning's 13F filing for Q3 2019, filed 12 Nov 2019.