Fort Pitt Capital Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Fort Pitt Capital Group’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 Q3	$296K	Hold	1,217	–	–	0.01%	117
2024 Q2	$279K	Buy	1,217 +250	+26%	+$57.3K	0.01%	112
2024 Q1	$228K	Sell	967 -22	-2%	-$4.93K	0.01%	118
2023 Q4	$217K	Buy	+989	New	+$198K	0.01%	126
2022 Q2	–	Sell	-967	Closed	-$215K	–	139
2022 Q1	$215K	Hold	967	–	–	0.01%	135
2021 Q4	$246K	Hold	967	–	–	0.01%	138
2021 Q3	$229K	Sell	967 -8	-0.8%	-$1.94K	0.01%	126
2021 Q2	$230K	Buy	975 +8	+0.8%	+$1.79K	0.01%	166
2021 Q1	$208K	Hold	967	–	–	0.01%	133
2020 Q4	$205K	Buy	+967	New	+$190K	0.01%	125

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fort Pitt Capital Group's VOT Position: Q3 2024 in Review

Fort Pitt Capital Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2024 at 1,217 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #117.

Fort Pitt Capital Group first reported a position in VOT in Q4 2020 and has held it in 10 quarters since. 904 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

Fort Pitt Capital Group held 1,217 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $296K as of Q3 2024.
Fort Pitt Capital Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2024.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Fort Pitt Capital Group's portfolio in Q3 2024, its #117 holding.
Fort Pitt Capital Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 10 quarters since.
904 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.