Leelyn Smith’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Leelyn Smith’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
2021 Q2	–	Sell	-239	Closed	-$51K	–	393
2021 Q1	$51K	Hold	239	–	–	0.02%	204
2020 Q4	$51K	Hold	239	–	–	0.02%	196
2020 Q3	$43K	Buy	+239	New	+$42.1K	0.02%	195
2020 Q2	–	Sell	-239	Closed	-$30K	–	426
2020 Q1	$30K	Sell	239 -274	-53%	-$41.6K	0.02%	189
2019 Q4	$81	Buy	+513	New	+$78.3K	0.04%	168

Other funds holding VOT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leelyn Smith's VOT Position: Q2 2021 in Review

Leelyn Smith sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2021, closing a stake of 239 shares — an estimated $51K sold.

Leelyn Smith first reported a position in VOT in Q4 2019 and held it in 5 quarters. The position peaked at $51K in Q1 2021. 627 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

Leelyn Smith reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Leelyn Smith sold 239 Vanguard Mid-Cap Growth ETF shares in Q2 2021, an estimated $51K.
Leelyn Smith first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 5 quarters.
Leelyn Smith's Vanguard Mid-Cap Growth ETF position peaked at $51K in Q1 2021.
627 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2021.

Based on Leelyn Smith's 13F filing for Q2 2021, filed 31 Aug 2021.