ICAS
VOT icon

Investors Capital Advisory Services’s Vanguard 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return