Disciplined Investments’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-440	Closed	-$90.5K	–	1501
2023 Q2	$90.5K	Hold	440	–	–	0.05%	162
2023 Q1	$85.8K	Hold	440	–	–	0.04%	183
2022 Q4	$79.1K	Hold	440	–	–	0.04%	168
2022 Q3	$75K	Hold	440	–	–	0.03%	185
2022 Q2	$77K	Buy	440 +80	+22%	+$15.5K	0.03%	184
2022 Q1	$80K	Buy	360 +306	+567%	+$67.5K	0.03%	185
2021 Q4	$14K	Hold	54	–	–	0.01%	336
2021 Q3	$13K	Hold	54	–	–	0.01%	297
2021 Q2	$13K	Buy	+54	New	+$12.1K	0.01%	291
2020 Q4	–	Sell	-54	Closed	-$10K	–	416
2020 Q3	$10K	Buy	+54	New	+$9.52K	0.01%	264
2020 Q1	–	Sell	-15	Closed	-$2K	–	473
2019 Q4	$2K	Buy	+15	New	+$2.29K	﹤0.01%	391

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Disciplined Investments's VOT Position: Q3 2023 in Review

Disciplined Investments sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2023, closing a stake of 440 shares — an estimated $90.5K sold.

Disciplined Investments first reported a position in VOT in Q4 2019 and held it in 11 quarters. The position peaked at $90.5K in Q2 2023. 754 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

Disciplined Investments reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 440 Vanguard Mid-Cap Growth ETF shares in Q3 2023, an estimated $90.5K.
Disciplined Investments first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 11 quarters.
Disciplined Investments's Vanguard Mid-Cap Growth ETF position peaked at $90.5K in Q2 2023.
754 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.