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

Executive 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
2019
Q1 		– Sell
-86
Closed -$12K – 946
2018
Q4 		$12K Buy
+86
New +$11K ﹤0.01% 530

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Executive Wealth Management's VOT Position: Q1 2019 in Review

Executive Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2019, closing a stake of 86 shares — an estimated $12K sold.

Executive Wealth Management first reported a position in VOT in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 405 funds tracked by Wall St. Rank hold VOT as of Q1 2019.

  • Executive Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 86 Vanguard Mid-Cap Growth ETF shares in Q1 2019, an estimated $12K.
  • Executive Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $12K in Q4 2018.
  • 405 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.