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Global Wealth Strategies & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Global Wealth Strategies & Associates’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
2024
Q2 		– Sell
-30
Closed -$7.07K – 369
2024
Q1 		$7.07K Buy
+30
New +$6.72K ﹤0.01% 201

Other funds holding VOT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Global Wealth Strategies & Associates's VOT Position: Q2 2024 in Review

Global Wealth Strategies & Associates sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2024, closing a stake of 30 shares — an estimated $7.07K sold.

Global Wealth Strategies & Associates first reported a position in VOT in Q1 2024 and held it in 1 quarter. The position peaked at $7.07K in Q1 2024. 864 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 30 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $7.07K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7.07K in Q1 2024.
  • 864 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2024, filed 2 Jul 2024.