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

Ledge 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 Q4	$4.36M	Buy	19,856 +130	+0.7%	+$26K	1.69%	15
2023 Q3	$3.84M	Buy	19,726 +925	+5%	+$189K	1.72%	14
2023 Q2	$3.87M	Sell	18,801 -259	-1%	-$50.2K	1.85%	14
2023 Q1	$3.71M	Buy	19,060 +495	+3%	+$94.8K	1.76%	16
2022 Q4	$3.34M	Buy	18,565 +1,498	+9%	+$271K	1.52%	15
2022 Q3	$2.91M	Sell	17,067 -671	-4%	-$127K	1.78%	14
2022 Q2	$3.11M	Sell	17,738 -6,730	-28%	-$1.3M	1.91%	12
2022 Q1	$5.45M	Buy	+24,468	New	+$5.4M	3.39%	8

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ledge Wealth Management's VOT Position: Q4 2023 in Review

Ledge Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.66% in Q4 2023, buying an estimated $26K and bringing the position to 19,856 shares worth $4.36M. The position accounts for 1.69% of the portfolio, ranked #15.

Ledge Wealth Management first reported a position in VOT in Q1 2022 and has held it in 8 quarters since. The position peaked at $5.45M in Q1 2022. 841 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

Ledge Wealth Management held 19,856 shares of Vanguard Mid-Cap Growth ETF worth $4.36M as of Q4 2023.
Ledge Wealth Management bought 130 Vanguard Mid-Cap Growth ETF shares in Q4 2023, an estimated $26K.
Vanguard Mid-Cap Growth ETF made up 1.69% of Ledge Wealth Management's portfolio in Q4 2023, its #15 holding.
Ledge Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $5.45M in Q1 2022.
841 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.