Claro Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Claro Advisors’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 Q1	–	Sell	-318	Closed	-$45K	–	917
2018 Q4	$45K	Buy	+318	New	+$40.8K	0.04%	350

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Claro Advisors's VOT Position: Q1 2019 in Review

Claro Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2019, closing a stake of 318 shares — an estimated $45K sold.

Claro Advisors first reported a position in VOT in Q4 2018 and held it in 1 quarter. The position peaked at $45K in Q4 2018. 405 funds tracked by Wall St. Rank hold VOT as of Q1 2019.

Claro Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 318 Vanguard Mid-Cap Growth ETF shares in Q1 2019, an estimated $45K.
Claro Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and held it in 1 quarter.
Claro Advisors's Vanguard Mid-Cap Growth ETF position peaked at $45K in Q4 2018.
405 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.