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

Castle 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
2023
Q1 		– Sell
-1,787
Closed -$321K – 116
2022
Q4 		$321K Buy
1,787
+396
+28% +$71.8K 0.2% 80
2022
Q3 		$237K Sell
1,391
-197
-12% -$37.3K 0.14% 93
2022
Q2 		$279K Buy
+1,588
New +$307K 0.16% 89

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Castle Wealth Management's VOT Position: Q1 2023 in Review

Castle Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2023, closing a stake of 1,787 shares — an estimated $321K sold.

Castle Wealth Management first reported a position in VOT in Q2 2022 and held it in 3 quarters. The position peaked at $321K in Q4 2022. 746 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

  • Castle Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Castle Wealth Management sold 1,787 Vanguard Mid-Cap Growth ETF shares in Q1 2023, an estimated $321K.
  • Castle Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2022 and held it in 3 quarters.
  • Castle Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $321K in Q4 2022.
  • 746 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2023.

Based on Castle Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.