LVZ Inc’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

LVZ Inc’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
2020 Q4	–	Sell	-1,315	Closed	-$237K	–	103
2020 Q3	$237K	Buy	+1,315	New	+$232K	0.05%	73

Other funds holding VOT

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LVZ Inc's VOT Position: Q4 2020 in Review

LVZ Inc sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2020, closing a stake of 1,315 shares — an estimated $237K sold.

LVZ Inc first reported a position in VOT in Q3 2020 and held it in 1 quarter. The position peaked at $237K in Q3 2020. 612 funds tracked by Wall St. Rank hold VOT as of Q4 2020.

LVZ Inc reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
LVZ Inc sold 1,315 Vanguard Mid-Cap Growth ETF shares in Q4 2020, an estimated $237K.
LVZ Inc first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2020 and held it in 1 quarter.
LVZ Inc's Vanguard Mid-Cap Growth ETF position peaked at $237K in Q3 2020.
612 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2020.

Based on LVZ Inc's 13F filing for Q4 2020, filed 10 Feb 2021.