Gamble Jones Investment Counsel’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Gamble Jones Investment Counsel’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
2018 Q3	–	Sell	-1,737	Closed	-$233K	–	227
2018 Q2	$233K	Sell	1,737 -222	-11%	-$29.5K	0.02%	201
2018 Q1	$254K	Sell	1,959 -97	-5%	-$12.7K	0.03%	195
2017 Q4	$263K	Buy	2,056 +256	+14%	+$32.1K	0.03%	195
2017 Q3	$219K	Buy	+1,800	New	+$215K	0.02%	200

Other funds holding VOT

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

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gamble Jones Investment Counsel's VOT Position: Q3 2018 in Review

Gamble Jones Investment Counsel sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2018, closing a stake of 1,737 shares — an estimated $233K sold.

Gamble Jones Investment Counsel first reported a position in VOT in Q3 2017 and held it in 4 quarters. The position peaked at $263K in Q4 2017. 378 funds tracked by Wall St. Rank hold VOT as of Q3 2018.

Gamble Jones Investment Counsel reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
Gamble Jones Investment Counsel sold 1,737 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2018, an estimated $233K.
Gamble Jones Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and held it in 4 quarters.
Gamble Jones Investment Counsel's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $263K in Q4 2017.
378 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2018.

Based on Gamble Jones Investment Counsel's 13F filing for Q3 2018, filed 6 Nov 2018.