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

Doyle 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	-817	Closed	-$208K	–	259
2021 Q4	$208K	Buy	+817	New	+$206K	0.01%	222
2019 Q3	–	Sell	-203	Closed	-$30K	–	747
2019 Q2	$30K	Buy	+203	New	+$29.6K	﹤0.01%	456
2019 Q1	–	Sell	-173	Closed	-$21K	–	741
2018 Q4	$21K	Buy	+173	New	+$22.2K	﹤0.01%	503

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

Doyle Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2022, closing a stake of 817 shares — an estimated $208K sold.

Doyle Wealth Management first reported a position in VOT in Q4 2018 and held it in 3 quarters. The position peaked at $208K in Q4 2021. 728 funds tracked by Wall St. Rank hold VOT as of Q1 2022.

Doyle Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Doyle Wealth Management sold 817 Vanguard Mid-Cap Growth ETF shares in Q1 2022, an estimated $208K.
Doyle Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and held it in 3 quarters.
Doyle Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $208K in Q4 2021.
728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2022.

Based on Doyle Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.