Capstone Wealth Management Group (Pennsylvania)’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
2023 Q1	–	Sell	-4,657	Closed	-$837K	–	66
2022 Q4	$837K	Sell	4,657 -186	-4%	-$33.7K	0.9%	28
2022 Q3	$826K	Sell	4,843 -58	-1%	-$11K	1.06%	26
2022 Q2	$859K	Sell	4,901 -619	-11%	-$120K	1.04%	26
2022 Q1	$1.23M	Sell	5,520 -3,450	-38%	-$762K	1.23%	20
2021 Q4	$2.28M	Buy	+8,970	New	+$2.26M	1.86%	13

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s VOT Position: Q1 2023 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2023, closing a stake of 4,657 shares — an estimated $837K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VOT in Q4 2021 and held it in 5 quarters. The position peaked at $2.28M in Q4 2021. 746 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

Capstone Wealth Management Group (Pennsylvania) reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 4,657 Vanguard Mid-Cap Growth ETF shares in Q1 2023, an estimated $837K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and held it in 5 quarters.
Capstone Wealth Management Group (Pennsylvania)'s Vanguard Mid-Cap Growth ETF position peaked at $2.28M in Q4 2021.
746 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2023.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2023, filed 13 Apr 2023.