LFA
VOT icon

Legend Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-66
Closed -$18.8K – 159
2025
Q2 		$18.8K Buy
+66
New +$17K 0.01% 88
2025
Q1 		– Sell
-66
Closed -$16.7K – 244
2024
Q4 		$16.7K Hold
66
– – 0.01% 93
2024
Q3 		$16.1K Hold
66
– – 0.01% 83
2024
Q2 		$15.2K Hold
66
– – 0.01% 122
2024
Q1 		$15.6K Hold
66
– – 0.01% 108
2023
Q4 		$14.5K Hold
66
– – 0.01% 104
2023
Q3 		$12.9K Hold
66
– – 0.01% 123
2023
Q2 		$13.6K Sell
66
-31
-32% -$6.01K 0.01% 127
2023
Q1 		$18.9K Hold
97
– – 0.02% 106
2022
Q4 		$17.4K Hold
97
– – 0.02% 121
2022
Q3 		$16.5K Buy
+97
New +$18.4K 0.02% 105

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return