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

Denver 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
2023
Q4 		– Sell
-1,390
Closed -$271K – 76
2023
Q3 		$271K Buy
1,390
+399
+40% +$81.5K 0.18% 60
2023
Q2 		$204K Buy
+991
New +$192K 0.14% 68

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Denver Wealth Management's VOT Position: Q4 2023 in Review

Denver Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2023, closing a stake of 1,390 shares — an estimated $271K sold.

Denver Wealth Management first reported a position in VOT in Q2 2023 and held it in 2 quarters. The position peaked at $271K in Q3 2023. 841 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

  • Denver Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Denver Wealth Management sold 1,390 Vanguard Mid-Cap Growth ETF shares in Q4 2023, an estimated $271K.
  • Denver Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2023 and held it in 2 quarters.
  • Denver Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $271K in Q3 2023.
  • 841 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2023.

Based on Denver Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.