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Financial Life Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Financial Life Advisors’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
2023
Q2 		– Sell
-1,778
Closed -$347K – 69
2023
Q1 		$347K Sell
1,778
-154
-8% -$29.5K 0.15% 54
2022
Q4 		$347K Sell
1,932
-2,138
-53% -$387K 0.16% 60
2022
Q3 		$694K Sell
4,070
-65
-2% -$12.3K 0.35% 35
2022
Q2 		$725K Buy
4,135
+140
+4% +$27.1K 0.34% 26
2022
Q1 		$890K Sell
3,995
-74
-2% -$16.3K 0.37% 25
2021
Q4 		$1.04M Sell
4,069
-27
-0.7% -$6.81K 0.41% 21
2021
Q3 		$968K Sell
4,096
-39
-0.9% -$9.44K 0.4% 22
2021
Q2 		$977K Sell
4,135
-400
-9% -$89.7K 0.42% 22
2021
Q1 		$973K Sell
4,535
-381
-8% -$82.7K 0.45% 22
2020
Q4 		$1.04M Sell
4,916
-152
-3% -$29.9K 0.54% 20
2020
Q3 		$912K Buy
+5,068
New +$894K 0.48% 21
2020
Q1 		– Sell
-6,127
Closed -$973K – 43
2019
Q4 		$973K Sell
6,127
-344
-5% -$52.5K 0.59% 19
2019
Q3 		$958K Sell
6,471
-85
-1% -$12.7K 0.61% 20
2019
Q2 		$979K Sell
6,556
-184
-3% -$26.8K 0.65% 21
2019
Q1 		$962K Sell
6,740
-1,765
-21% -$237K 0.66% 22
2018
Q4 		$1.02M Sell
8,505
-396
-4% -$50.8K 0.79% 21
2018
Q3 		$1.27M Sell
8,901
-159
-2% -$22.3K 0.93% 22
2018
Q2 		$1.22M Sell
9,060
-1,005
-10% -$133K 1% 23
2018
Q1 		$1.27M Sell
10,065
-849
-8% -$112K 1.17% 22
2017
Q4 		$1.39M Buy
+10,914
New +$1.37M 1.13% 26

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 $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

Financial Life Advisors's VOT Position: Q2 2023 in Review

Financial Life Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2023, closing a stake of 1,778 shares — an estimated $347K sold.

Financial Life Advisors first reported a position in VOT in Q4 2017 and held it in 20 quarters. The position peaked at $1.39M in Q4 2017. 746 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

  • Financial Life Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Life Advisors sold 1,778 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2023, an estimated $347K.
  • Financial Life Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and held it in 20 quarters.
  • Financial Life Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.39M in Q4 2017.
  • 746 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2023.

Based on Financial Life Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.