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D'Orazio & Associates’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

D'Orazio & Associates’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
2020
Q2 		– Sell
-11
Closed -$1K – 365
2020
Q1 		$1K Hold
11
– – ﹤0.01% 324
2019
Q4 		$2K Hold
11
– – ﹤0.01% 318
2019
Q3 		$2K Buy
+11
New +$1.65K ﹤0.01% 320

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D'Orazio & Associates's VOT Position: Q2 2020 in Review

D'Orazio & Associates sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2020, closing a stake of 11 shares — an estimated $1K sold.

D'Orazio & Associates first reported a position in VOT in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 510 funds tracked by Wall St. Rank hold VOT as of Q2 2020.

  • D'Orazio & Associates reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • D'Orazio & Associates sold 11 Vanguard Mid-Cap Growth ETF shares in Q2 2020, an estimated $1K.
  • D'Orazio & Associates first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2019 and held it in 3 quarters.
  • D'Orazio & Associates's Vanguard Mid-Cap Growth ETF position peaked at $2K in Q4 2019.
  • 510 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2020.

Based on D'Orazio & Associates's 13F filing for Q2 2020, filed 22 Jul 2020.