Forte Capital’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Forte Capital’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	-1,210	Closed	-$236K	–	216
2023 Q1	$236K	Buy	+1,210	New	+$232K	0.04%	194

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Forte Capital's VOT Position: Q2 2023 in Review

Forte Capital sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2023, closing a stake of 1,210 shares — an estimated $236K sold.

Forte Capital first reported a position in VOT in Q1 2023 and held it in 1 quarter. The position peaked at $236K in Q1 2023. 745 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

Forte Capital reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Forte Capital sold 1,210 Vanguard Mid-Cap Growth ETF shares in Q2 2023, an estimated $236K.
Forte Capital first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2023 and held it in 1 quarter.
Forte Capital's Vanguard Mid-Cap Growth ETF position peaked at $236K in Q1 2023.
745 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2023.

Based on Forte Capital's 13F filing for Q2 2023, filed 9 Aug 2023.