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

Defined 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
2022
Q1 		– Sell
-2,105
Closed -$536K – 102
2021
Q4 		$536K Buy
2,105
+182
+9% +$45.9K 0.44% 53
2021
Q3 		$454K Buy
1,923
+21
+1% +$5.08K 0.4% 54
2021
Q2 		$450K Buy
1,902
+4
+0.2% +$897 0.4% 57
2021
Q1 		$407K Sell
1,898
-2,151
-53% -$467K 0.39% 61
2020
Q4 		$859K Buy
+4,049
New +$797K 0.85% 29

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Defined Wealth Management's VOT Position: Q1 2022 in Review

Defined Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2022, closing a stake of 2,105 shares — an estimated $536K sold.

Defined Wealth Management first reported a position in VOT in Q4 2020 and held it in 5 quarters. The position peaked at $859K in Q4 2020. 728 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

  • Defined Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Defined Wealth Management sold 2,105 Vanguard Mid-Cap Growth ETF shares in Q1 2022, an estimated $536K.
  • Defined Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 5 quarters.
  • Defined Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $859K in Q4 2020.
  • 728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2022.

Based on Defined Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.