Gibson Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Gibson Wealth Advisors’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 Q4	–	Sell	-125	Closed	-$21K	–	130
2022 Q3	$21K	Hold	125	–	–	0.02%	72
2022 Q2	$22K	Hold	125	–	–	0.02%	68
2022 Q1	$28K	Hold	125	–	–	0.03%	68
2021 Q4	$32K	Buy	+125	New	+$31.5K	0.03%	58

Other funds holding VOT

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gibson Wealth Advisors's VOT Position: Q4 2022 in Review

Gibson Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2022, closing a stake of 125 shares — an estimated $21K sold.

Gibson Wealth Advisors first reported a position in VOT in Q4 2021 and held it in 4 quarters. The position peaked at $32K in Q4 2021. 730 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

Gibson Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Gibson Wealth Advisors sold 125 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2022, an estimated $21K.
Gibson Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
Gibson Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $32K in Q4 2021.
730 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.