Kays Financial Advisory’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Kays Financial Advisory’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 Q4	–	Sell	-5,514	Closed	-$817K	–	116
2019 Q3	$817K	Buy	5,514 +1	+0%	+$150	0.15%	60
2019 Q2	$823K	Buy	5,513 +15	+0.3%	+$2.19K	0.15%	61
2019 Q1	$785K	Buy	+5,498	New	+$740K	0.15%	61
2018 Q1	–	Sell	-5,322	Closed	-$680K	–	94
2017 Q4	$680K	Buy	5,322 +44	+0.8%	+$5.52K	0.2%	52
2017 Q3	$643K	Buy	5,278 +91	+2%	+$10.8K	0.21%	54
2017 Q2	$611K	Sell	5,187 -158	-3%	-$18.4K	0.21%	54
2017 Q1	$604K	Buy	5,345 +3	+0.1%	+$334	0.21%	54
2016 Q4	$564K	Buy	+5,342	New	+$560K	0.22%	55

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Kays Financial Advisory's VOT Position: Q4 2019 in Review

Kays Financial Advisory sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2019, closing a stake of 5,514 shares — an estimated $817K sold.

Kays Financial Advisory first reported a position in VOT in Q4 2016 and held it in 8 quarters. The position peaked at $823K in Q2 2019. 482 funds tracked by Wall St. Rank hold VOT as of Q4 2019.

Kays Financial Advisory reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Kays Financial Advisory sold 5,514 Vanguard Mid-Cap Growth ETF shares in Q4 2019, an estimated $817K.
Kays Financial Advisory first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and held it in 8 quarters.
Kays Financial Advisory's Vanguard Mid-Cap Growth ETF position peaked at $823K in Q2 2019.
482 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2019.

Based on Kays Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.