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

Liberty 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
2021 Q4	–	Sell	-165	Closed	-$39K	–	1078
2021 Q3	$39K	Hold	165	–	–	0.01%	475
2021 Q2	$39K	Buy	165 +4	+2%	+$897	0.02%	378
2021 Q1	$34K	Hold	161	–	–	0.02%	361
2020 Q4	$34K	Hold	161	–	–	0.02%	358
2020 Q3	$29K	Hold	161	–	–	0.02%	336
2020 Q2	$27K	Hold	161	–	–	0.02%	335
2020 Q1	$20K	Hold	161	–	–	0.02%	360
2019 Q4	$26K	Hold	161	–	–	0.02%	376
2019 Q3	$24K	Hold	161	–	–	0.02%	375
2019 Q2	$24K	Hold	161	–	–	0.02%	385
2019 Q1	$22K	Hold	161	–	–	0.02%	336
2018 Q4	$19K	Buy	+161	New	+$20.7K	0.01%	338

Other funds holding VOT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Liberty Wealth Management's VOT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2021, closing a stake of 165 shares — an estimated $39K sold.

Liberty Wealth Management first reported a position in VOT in Q4 2018 and held it in 12 quarters. The position peaked at $39K in Q3 2021. 752 funds tracked by Wall St. Rank hold VOT as of Q4 2021.

Liberty Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 165 Vanguard Mid-Cap Growth ETF shares in Q4 2021, an estimated $39K.
Liberty Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $39K in Q3 2021.
752 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.