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

Evoke Wealth’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
Q4 		– Sell
-248
Closed -$42K – 1122
2022
Q3 		$42K Hold
248
– – ﹤0.01% 545
2022
Q2 		$43K Hold
248
– – ﹤0.01% 536
2022
Q1 		$55K Buy
+248
New +$54.7K ﹤0.01% 509

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Evoke Wealth's VOT Position: Q4 2022 in Review

Evoke Wealth sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2022, closing a stake of 248 shares — an estimated $42K sold.

Evoke Wealth first reported a position in VOT in Q1 2022 and held it in 3 quarters. The position peaked at $55K in Q1 2022. 728 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

  • Evoke Wealth reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 248 Vanguard Mid-Cap Growth ETF shares in Q4 2022, an estimated $42K.
  • Evoke Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and held it in 3 quarters.
  • Evoke Wealth's Vanguard Mid-Cap Growth ETF position peaked at $55K in Q1 2022.
  • 728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.