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Gerber Kawasaki Wealth & Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-334
Closed -$78K – 1090
2021
Q3 		$78K Buy
+334
New +$80.9K 0.01% 269

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VOT Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2021, closing a stake of 334 shares — an estimated $78K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VOT in Q3 2021 and held it in 1 quarter. The position peaked at $78K in Q3 2021. 753 funds tracked by Wall St. Rank hold VOT as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 334 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2021, an estimated $78K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $78K in Q3 2021.
  • 753 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.