Gupta Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Gupta Wealth Management’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
2016 Q1	$79K	Hold	790	–	–	0.02%	367
2015 Q4	$79K	Hold	790	–	–	0.02%	364
2015 Q3	$77K	Sell	790 -434	-35%	-$45.3K	0.02%	380
2015 Q2	$130K	Hold	1,224	–	–	0.03%	312
2015 Q1	$132K	Buy	+1,224	New	+$127K	0.04%	270

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

Gupta Wealth Management's VOT Position: Q1 2016 in Review

Gupta Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2016 at 790 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #367.

Gupta Wealth Management first reported a position in VOT in Q1 2015 and has held it in 5 quarters since. The position peaked at $132K in Q1 2015. 229 funds tracked by Wall St. Rank hold VOT as of Q1 2016.

Gupta Wealth Management held 790 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $79K as of Q1 2016.
Gupta Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2016.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #367 holding.
Gupta Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $132K in Q1 2015.
229 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.