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Idaho Trust Bank’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Idaho Trust Bank’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
2024
Q2 		– Sell
-8,773
Closed -$2.07M – 151
2024
Q1 		$2.07M Buy
+8,773
New +$1.97M 2% 17

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Idaho Trust Bank's VOT Position: Q2 2024 in Review

Idaho Trust Bank sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2024, closing a stake of 8,773 shares — an estimated $2.07M sold.

Idaho Trust Bank first reported a position in VOT in Q1 2024 and held it in 1 quarter. The position peaked at $2.07M in Q1 2024. 863 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

  • Idaho Trust Bank reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 8,773 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $2.07M.
  • Idaho Trust Bank first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.07M in Q1 2024.
  • 863 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.