Client First Capital’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Client First Capital’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
2022 Q3	–	Sell	-1,698	Closed	-$298K	–	24
2022 Q2	$298K	Buy	+1,698	New	+$329K	0.23%	20

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Client First Capital's VOT Position: Q3 2022 in Review

Client First Capital sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2022, closing a stake of 1,698 shares — an estimated $298K sold.

Client First Capital first reported a position in VOT in Q2 2022 and held it in 1 quarter. The position peaked at $298K in Q2 2022. 677 funds tracked by Wall St. Rank hold VOT as of Q3 2022.

Client First Capital reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Client First Capital sold 1,698 Vanguard Mid-Cap Growth ETF shares in Q3 2022, an estimated $298K.
Client First Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2022 and held it in 1 quarter.
Client First Capital's Vanguard Mid-Cap Growth ETF position peaked at $298K in Q2 2022.
677 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2022.

Based on Client First Capital's 13F filing for Q3 2022, filed 12 Oct 2022.