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

Guidant 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
2019 Q3	$8.85M	Buy	59,722 +4,923	+9%	+$737K	3.29%	6
2019 Q2	$8.18M	Buy	54,799 +836	+2%	+$122K	3.16%	9
2019 Q1	$7.7M	Buy	53,963 +4,402	+9%	+$592K	3%	10
2018 Q4	$5.93M	Buy	+49,561	New	+$6.36M	2.77%	11
2017 Q3	–	Sell	-36,185	Closed	-$4.26M	–	234
2017 Q2	$4.26M	Buy	36,185 +1,445	+4%	+$168K	2.2%	16
2017 Q1	$3.88M	Buy	34,740 +6,930	+25%	+$770K	2.04%	17
2016 Q4	$3.01M	Buy	27,810 +19,222	+224%	+$2.02M	1.71%	23
2016 Q3	$905K	Buy	+8,588	New	+$909K	0.56%	42

Other funds holding VOT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Guidant Wealth Advisors's VOT Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 9% in Q3 2019, buying an estimated $737K and bringing the position to 59,722 shares worth $8.85M. The position accounts for 3.29% of the portfolio, ranked #6.

Guidant Wealth Advisors first reported a position in VOT in Q3 2016 and has held it in 8 quarters since. 419 funds tracked by Wall St. Rank hold VOT as of Q3 2019.

Guidant Wealth Advisors held 59,722 shares of Vanguard Mid-Cap Growth ETF worth $8.85M as of Q3 2019.
Guidant Wealth Advisors bought 4,923 Vanguard Mid-Cap Growth ETF shares in Q3 2019, an estimated $737K.
Vanguard Mid-Cap Growth ETF made up 3.29% of Guidant Wealth Advisors's portfolio in Q3 2019, its #6 holding.
Guidant Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2016 and has held it in 8 quarters since.
419 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.