Icon Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Icon Wealth Partners’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 Q2	–	Sell	-418	Closed	-$60K	–	756
2019 Q1	$60K	Buy	+418	New	+$56.2K	0.02%	316
2018 Q3	–	Sell	-418	Closed	-$56K	–	714
2018 Q2	$56K	Buy	+418	New	+$55.5K	0.02%	361
2018 Q1	–	Sell	-418	Closed	-$53K	–	717
2017 Q4	$53K	Buy	+418	New	+$52.4K	0.03%	406

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Icon Wealth Partners's VOT Position: Q2 2019 in Review

Icon Wealth Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2019, closing a stake of 418 shares — an estimated $60K sold.

Icon Wealth Partners first reported a position in VOT in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q1 2019. 418 funds tracked by Wall St. Rank hold VOT as of Q2 2019.

Icon Wealth Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 418 Vanguard Mid-Cap Growth ETF shares in Q2 2019, an estimated $60K.
Icon Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $60K in Q1 2019.
418 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.