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Freedman Financial Associates’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-265
Closed -$60K – 414
2022
Q1 		$60K Hold
265
– – 0.04% 174
2021
Q4 		$67K Hold
265
– – 0.05% 164
2021
Q3 		$63K Hold
265
– – 0.05% 168
2021
Q2 		$63K Hold
265
– – 0.05% 166
2021
Q1 		$57K Hold
265
– – 0.05% 177
2020
Q4 		$56K Buy
+265
New +$52.2K 0.05% 170

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 $49B AUM 17.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Freedman Financial Associates's VOT Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 265 shares — an estimated $60K sold.

Freedman Financial Associates first reported a position in VOT in Q4 2020 and held it in 6 quarters. The position peaked at $67K in Q4 2021. 680 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 265 Vanguard Mid-Cap Growth ETF shares in Q2 2022, an estimated $60K.
  • Freedman Financial Associates first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Vanguard Mid-Cap Growth ETF position peaked at $67K in Q4 2021.
  • 680 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.