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

Elite 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
2014
Q3 		– Sell
-770
Closed -$74K – 715
2014
Q2 		$74K Sell
770
-5,176
-87% -$479K 0.07% 93
2014
Q1 		$551K Buy
5,946
+5,447
+1,092% +$498K 0.45% 52
2013
Q4 		$45K Buy
+499
New +$43.6K 0.03% 177

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return

Elite Wealth Management's VOT Position: Q3 2014 in Review

Elite Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2014, closing a stake of 770 shares — an estimated $74K sold.

Elite Wealth Management first reported a position in VOT in Q4 2013 and held it in 3 quarters. The position peaked at $551K in Q1 2014. 159 funds tracked by Wall St. Rank hold VOT as of Q3 2014.

  • Elite Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 770 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2014, an estimated $74K.
  • Elite Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2013 and held it in 3 quarters.
  • Elite Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $551K in Q1 2014.
  • 159 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.