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First Personal Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

First Personal Financial Services’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
2024
Q2 		– Sell
-35
Closed -$8.25K – 375
2024
Q1 		$8.25K Hold
35
– – ﹤0.01% 292
2023
Q4 		$7.68K Hold
35
– – ﹤0.01% 317
2023
Q3 		$6.82K Hold
35
– – ﹤0.01% 328
2023
Q2 		$7.2K Sell
35
-72
-67% -$14K ﹤0.01% 328
2023
Q1 		$20.9K Buy
107
+72
+206% +$13.8K 0.01% 272
2022
Q4 		$6.29K Hold
35
– – ﹤0.01% 352
2022
Q3 		$6K Hold
35
– – ﹤0.01% 374
2022
Q2 		$6K Hold
35
– – ﹤0.01% 304
2022
Q1 		$8K Hold
35
– – ﹤0.01% 310
2021
Q4 		$9K Hold
35
– – ﹤0.01% 302
2021
Q3 		$8K Hold
35
– – ﹤0.01% 298
2021
Q2 		$8K Hold
35
– – ﹤0.01% 297
2021
Q1 		$8K Hold
35
– – ﹤0.01% 282
2020
Q4 		$7K Hold
35
– – ﹤0.01% 287
2020
Q3 		$6K Hold
35
– – ﹤0.01% 269
2020
Q2 		$6K Hold
35
– – ﹤0.01% 275
2020
Q1 		$4K Sell
35
-56
-62% -$8.5K ﹤0.01% 275
2019
Q4 		$14K Buy
91
+56
+160% +$8.54K ﹤0.01% 266
2019
Q3 		$5K Buy
+35
New +$5.24K ﹤0.01% 396

Other funds holding VOT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

First Personal Financial Services's VOT Position: Q2 2024 in Review

First Personal Financial Services sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2024, closing a stake of 35 shares — an estimated $8.25K sold.

First Personal Financial Services first reported a position in VOT in Q3 2019 and held it in 19 quarters. The position peaked at $20.9K in Q1 2023. 864 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

  • First Personal Financial Services reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • First Personal Financial Services sold 35 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $8.25K.
  • First Personal Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2019 and held it in 19 quarters.
  • First Personal Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $20.9K in Q1 2023.
  • 864 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on First Personal Financial Services's 13F filing for Q2 2024, filed 30 Jul 2024.