Leelyn Smith’s Vanguard Morningstar 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	$81K	Buy	+513	New	+$78.3K	0.04%	168

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Leelyn Smith's VOT Position: Q2 2021 in Review

Leelyn Smith sold out of Vanguard Morningstar 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 $81K in Q4 2019. 628 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

Leelyn Smith reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Leelyn Smith sold 239 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2021, an estimated $51K.
Leelyn Smith first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 5 quarters.
Leelyn Smith's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $81K in Q4 2019.
628 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2021.

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