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Laidlaw Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Laidlaw 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
2023
Q3 		– Sell
-2,204
Closed -$453K – 371
2023
Q2 		$453K Buy
2,204
+1
+0% +$194 0.09% 211
2023
Q1 		$429K Hold
2,203
– – 0.09% 216
2022
Q4 		$396K Hold
2,203
– – 0.08% 223
2022
Q3 		$376K Hold
2,203
– – 0.09% 209
2022
Q2 		$386K Hold
2,203
– – 0.08% 229
2022
Q1 		$491K Sell
2,203
-26
-1% -$5.74K 0.08% 219
2021
Q4 		$568K Buy
+2,229
New +$562K 0.09% 206
2021
Q1 		– Sell
-2,711
Closed -$575K – 364
2020
Q4 		$575K Buy
+2,711
New +$534K 0.12% 174

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Laidlaw Wealth Management's VOT Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2023, closing a stake of 2,204 shares — an estimated $453K sold.

Laidlaw Wealth Management first reported a position in VOT in Q4 2020 and held it in 8 quarters. The position peaked at $575K in Q4 2020. 754 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,204 Vanguard Mid-Cap Growth ETF shares in Q3 2023, an estimated $453K.
  • Laidlaw Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 8 quarters.
  • Laidlaw Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $575K in Q4 2020.
  • 754 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.