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Life Planning Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Life Planning Partners’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
-63
Closed -$13.8K – 243
2023
Q4 		$13.8K Buy
+63
New +$12.6K 0.01% 145
2022
Q3 		$10.7K Hold
63
– – 0.01% 129
2022
Q2 		$11K Hold
63
– – 0.01% 134
2022
Q1 		$14K Hold
63
– – 0.01% 124
2021
Q4 		$16K Buy
+63
New +$15.9K 0.02% 118

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Life Planning Partners's VOT Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2024, closing a stake of 63 shares — an estimated $13.8K sold.

Life Planning Partners first reported a position in VOT in Q4 2021 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 869 funds tracked by Wall St. Rank hold VOT as of Q1 2024.

  • Life Planning Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 63 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $13.8K.
  • Life Planning Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $16K in Q4 2021.
  • 869 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.