Laidlaw Wealth Management’s Vanguard Morningstar 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 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Laidlaw Wealth Management sold out of Vanguard Morningstar 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. 756 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

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

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