FWM
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Focused Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Focused 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
2016
Q1 		– Sell
-57
Closed -$6K – 721
2015
Q4 		$6K Hold
57
– – ﹤0.01% 487
2015
Q3 		$6K Hold
57
– – ﹤0.01% 477
2015
Q2 		$6K Hold
57
– – ﹤0.01% 487
2015
Q1 		$6K Hold
57
– – ﹤0.01% 510
2014
Q4 		$6K Hold
57
– – ﹤0.01% 494
2014
Q3 		$5K Hold
57
– – ﹤0.01% 523
2014
Q2 		$5K Sell
57
-163
-74% -$15.1K ﹤0.01% 516
2014
Q1 		$20K Hold
220
– – 0.02% 289
2013
Q4 		$20K Hold
220
– – 0.02% 297
2013
Q3 		$19K Buy
+220
New +$18.2K 0.02% 285

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return