Investors Capital Advisory Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Investors Capital Advisory Services’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
2015 Q3	–	Sell	-1,887	Closed	-$201K	–	762
2015 Q2	$201K	Buy	+1,887	New	+$204K	0.04%	617
2014 Q4	–	Sell	-5,221	Closed	-$502K	–	747
2014 Q3	$502K	Buy	5,221 +72	+1%	+$6.98K	0.1%	299
2014 Q2	$496K	Buy	5,149 +321	+7%	+$29.7K	0.08%	346
2014 Q1	$447K	Buy	4,828 +330	+7%	+$30.2K	0.1%	303
2013 Q4	$405K	Buy	4,498 +1,206	+37%	+$105K	0.09%	312
2013 Q3	$280K	Buy	+3,292	New	+$273K	0.07%	378

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

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

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

AIA

Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Investors Capital Advisory Services's VOT Position: Q3 2015 in Review

Investors Capital Advisory Services sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2015, closing a stake of 1,887 shares — an estimated $201K sold.

Investors Capital Advisory Services first reported a position in VOT in Q3 2013 and held it in 6 quarters. The position peaked at $502K in Q3 2014. 201 funds tracked by Wall St. Rank hold VOT as of Q3 2015.

Investors Capital Advisory Services reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2015 after selling out during the quarter.
Investors Capital Advisory Services sold 1,887 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2015, an estimated $201K.
Investors Capital Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2013 and held it in 6 quarters.
Investors Capital Advisory Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $502K in Q3 2014.
201 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2015.

Based on Investors Capital Advisory Services's 13F filing for Q3 2015, filed 17 Nov 2015.