Guardian Wealth Advisors (North Carolina)’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q3	–	Sell	-1	Closed	-$233	–	449
2024 Q2	$101	Sell	1 -75	-99%	-$17.2K	﹤0.01%	435
2024 Q1	$18K	Sell	76 -10	-12%	-$2.24K	﹤0.01%	367
2023 Q4	$17.8K	Hold	86	–	–	﹤0.01%	357
2023 Q3	$17.8K	Hold	86	–	–	﹤0.01%	337
2023 Q2	$17.7K	Hold	86	–	–	﹤0.01%	326
2023 Q1	$16.8K	Hold	86	–	–	﹤0.01%	321
2022 Q4	$15.5K	Hold	86	–	–	﹤0.01%	302
2022 Q3	$15K	Sell	86 -67	-44%	-$12.7K	﹤0.01%	277
2022 Q2	$27K	Hold	153	–	–	﹤0.01%	259
2022 Q1	$34K	Hold	153	–	–	0.01%	198
2021 Q4	$39K	Buy	+153	New	+$38.6K	0.02%	182

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s VOT Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2024, closing a stake of 1 share — an estimated $233 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VOT in Q4 2021 and held it in 11 quarters. The position peaked at $39K in Q4 2021. 902 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1 Vanguard Mid-Cap Growth ETF share in Q3 2024, an estimated $233.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s Vanguard Mid-Cap Growth ETF position peaked at $39K in Q4 2021.
902 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.