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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$645K Buy
3,307
+177
+6% +$33.9K 0.6% 68
2022
Q4
$563K Buy
+3,130
New +$567K 0.53% 69

Other funds holding VOT

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

Catalyst Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.7% in Q1 2023, buying an estimated $33.9K and bringing the position to 3,307 shares worth $645K. The position accounts for 0.6% of the portfolio, ranked #68.

Catalyst Wealth Management first reported a position in VOT in Q4 2022 and has held it in 2 quarters since. 747 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

  • Catalyst Wealth Management held 3,307 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $645K as of Q1 2023.
  • Catalyst Wealth Management bought 177 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2023, an estimated $33.9K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.6% of Catalyst Wealth Management's portfolio in Q1 2023, its #68 holding.
  • Catalyst Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.