Global Wealth Management Investment Advisory’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Global Wealth Management Investment Advisory’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 Q2	–	Sell	-70	Closed	-$15K	–	498
2021 Q1	$15K	Buy	70 +68	+3,400%	+$14.8K	0.01%	275
2020 Q4	$0	Hold	2	–	–	﹤0.01%	511
2020 Q3	$0	Hold	2	–	–	﹤0.01%	641
2020 Q2	$0	Sell	2 -7	-78%	-$1.06K	﹤0.01%	690
2020 Q1	$1K	Sell	9 -4	-31%	-$607	﹤0.01%	580
2019 Q4	$2K	Sell	13 -7	-35%	-$1.07K	﹤0.01%	535
2019 Q3	$3K	Sell	20 -33	-62%	-$4.94K	﹤0.01%	477
2019 Q2	$8K	Buy	+53	New	+$7.73K	﹤0.01%	397

Other funds holding VOT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Wealth Management Investment Advisory's VOT Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2021, closing a stake of 70 shares — an estimated $15K sold.

Global Wealth Management Investment Advisory first reported a position in VOT in Q2 2019 and held it in 8 quarters. The position peaked at $15K in Q1 2021. 628 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

Global Wealth Management Investment Advisory reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 70 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2021, an estimated $15K.
Global Wealth Management Investment Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and held it in 8 quarters.
Global Wealth Management Investment Advisory's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $15K in Q1 2021.
628 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.