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

Jamison Private 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
2024 Q4	–	Sell	-540	Closed	-$131K	–	472
2024 Q3	$131K	Buy	540 +2	+0.4%	+$466	0.02%	215
2024 Q2	$124K	Hold	538	–	–	0.02%	204
2024 Q1	$127K	Buy	538 +1	+0.2%	+$224	0.02%	201
2023 Q4	$118K	Buy	537 +1	+0.2%	+$200	0.02%	199
2023 Q3	$104K	Buy	+536	New	+$109K	0.02%	195

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Jamison Private Wealth Management's VOT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 540 shares — an estimated $131K sold.

Jamison Private Wealth Management first reported a position in VOT in Q3 2023 and held it in 5 quarters. The position peaked at $131K in Q3 2024. 979 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

Jamison Private Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 540 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $131K.
Jamison Private Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $131K in Q3 2024.
979 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.