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

Level 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
2024
Q1 		– Sell
-10
Closed -$2.14K – 250
2023
Q4 		$2.14K Hold
10
– – ﹤0.01% 240
2023
Q3 		$1.9K Hold
10
– – ﹤0.01% 249
2023
Q2 		$2K Hold
10
– – ﹤0.01% 249
2023
Q1 		$1.9K Hold
10
– – ﹤0.01% 213
2022
Q4 		$2K Hold
10
– – ﹤0.01% 232
2022
Q3 		$2K Hold
10
– – ﹤0.01% 223
2022
Q2 		$2K Hold
10
– – ﹤0.01% 261
2022
Q1 		$2K Hold
10
– – ﹤0.01% 214
2021
Q4 		$2K Buy
+10
New +$2.52K ﹤0.01% 243

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Level Financial Advisors's VOT Position: Q1 2024 in Review

Level Financial Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2024, closing a stake of 10 shares — an estimated $2.14K sold.

Level Financial Advisors first reported a position in VOT in Q4 2021 and held it in 9 quarters. The position peaked at $2.14K in Q4 2023. 865 funds tracked by Wall St. Rank hold VOT as of Q1 2024.

  • Level Financial Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 10 Vanguard Mid-Cap Growth ETF shares in Q1 2024, an estimated $2.14K.
  • Level Financial Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Vanguard Mid-Cap Growth ETF position peaked at $2.14K in Q4 2023.
  • 865 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.