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

Holloway 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
2022 Q1	–	Hold	0	–	–	–	207
2021 Q4	–	Hold	0	–	–	–	199
2021 Q3	–	Hold	0	–	–	–	218
2021 Q2	–	Hold	0	–	–	–	228
2021 Q1	–	Hold	0	–	–	–	174
2020 Q4	–	Hold	0	–	–	–	157
2020 Q3	–	Hold	0	–	–	–	164
2020 Q2	–	Hold	0	–	–	–	128
2020 Q1	–	Hold	0	–	–	–	135
2019 Q4	–	Hold	0	–	–	–	143
2019 Q3	–	Hold	0	–	–	–	142
2019 Q2	–	Hold	0	–	–	–	149

Other funds holding VOT

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

Bank of America

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

PNC Financial Services Group

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

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

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

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return