Harborview Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Harborview 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
2021 Q3	$1.31M	Sell	5,555 -94	-2%	-$22.8K	0.74%	28
2021 Q2	$1.33M	Sell	5,649 -277	-5%	-$62.1K	0.75%	28
2021 Q1	$1.27M	Buy	5,926 +247	+4%	+$53.6K	0.77%	29
2020 Q4	$1.2M	Sell	5,679 -898	-14%	-$177K	0.81%	30
2020 Q3	$1.19M	Sell	6,577 -700	-10%	-$123K	0.9%	25
2020 Q2	$1.2M	Buy	7,277 +3,046	+72%	+$461K	0.99%	21
2020 Q1	$536K	Buy	+4,231	New	+$642K	0.53%	40

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harborview Advisors's VOT Position: Q3 2021 in Review

Harborview Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.7% in Q3 2021, selling an estimated $22.8K and leaving 5,555 shares worth $1.31M. The position accounts for 0.74% of the portfolio, ranked #28.

Harborview Advisors first reported a position in VOT in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.33M in Q2 2021. 635 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

Harborview Advisors held 5,555 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.31M as of Q3 2021.
Harborview Advisors sold 94 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2021, an estimated $22.8K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.74% of Harborview Advisors's portfolio in Q3 2021, its #28 holding.
Harborview Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 7 quarters since.
Harborview Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.33M in Q2 2021.
635 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.