CFO4Life Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

CFO4Life Group’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
2020 Q3	–	Sell	-1,648	Closed	-$272K	–	139
2020 Q2	$272K	Hold	1,648	–	–	0.1%	98
2020 Q1	$209K	Hold	1,648	–	–	0.11%	102
2019 Q4	$262K	Hold	1,648	–	–	0.11%	102
2019 Q3	$244K	Hold	1,648	–	–	0.11%	102
2019 Q2	$246K	Hold	1,648	–	–	0.11%	99
2019 Q1	$235K	Buy	+1,648	New	+$222K	0.11%	103
2018 Q4	–	Sell	-1,648	Closed	-$235K	–	142
2018 Q3	$235K	Hold	1,648	–	–	0.1%	110
2018 Q2	$222K	Hold	1,648	–	–	0.09%	110
2018 Q1	$214K	Hold	1,648	–	–	0.18%	84
2017 Q4	$210K	Sell	1,648 -2,963	-64%	-$372K	0.17%	96
2017 Q3	$561K	Buy	+4,611	New	+$549K	0.45%	43

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFO4Life Group's VOT Position: Q3 2020 in Review

CFO4Life Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2020, closing a stake of 1,648 shares — an estimated $272K sold.

CFO4Life Group first reported a position in VOT in Q3 2017 and held it in 11 quarters. The position peaked at $561K in Q3 2017. 529 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

CFO4Life Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
CFO4Life Group sold 1,648 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2020, an estimated $272K.
CFO4Life Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and held it in 11 quarters.
CFO4Life Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $561K in Q3 2017.
529 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2020.

Based on CFO4Life Group's 13F filing for Q3 2020, filed 13 Oct 2020.