Glassman Wealth Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Glassman Wealth Services’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	-200	Closed	-$45K	–	2022
2022 Q1	$45K	Hold	200	–	–	0.01%	428
2021 Q4	$51K	Buy	+200	New	+$50.4K	0.01%	369
2017 Q1	–	Sell	-250	Closed	-$26K	–	697
2016 Q4	$26K	Hold	250	–	–	0.02%	236
2016 Q3	$27K	Hold	250	–	–	0.02%	197
2016 Q2	$25K	Hold	250	–	–	0.02%	193
2016 Q1	$25K	Hold	250	–	–	0.02%	190
2015 Q4	$25K	Hold	250	–	–	0.02%	196
2015 Q3	$24K	Hold	250	–	–	0.02%	201
2015 Q2	$27K	Hold	250	–	–	0.02%	194
2015 Q1	$27K	Hold	250	–	–	0.02%	195
2014 Q4	$25K	Buy	+250	New	+$24.7K	0.02%	217

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Glassman Wealth Services's VOT Position: Q2 2022 in Review

Glassman Wealth Services sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 200 shares — an estimated $45K sold.

Glassman Wealth Services first reported a position in VOT in Q4 2014 and held it in 11 quarters. The position peaked at $51K in Q4 2021. 682 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

Glassman Wealth Services reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 200 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $45K.
Glassman Wealth Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2014 and held it in 11 quarters.
Glassman Wealth Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $51K in Q4 2021.
682 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.