Mine & Arao Wealth Creation & Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-166	Closed	-$39.1K	–	352
2024 Q1	$39.1K	Hold	166	–	–	0.02%	150
2023 Q4	$36.4K	Hold	166	–	–	0.02%	153
2023 Q3	$32.3K	Hold	166	–	–	0.02%	153
2023 Q2	$34.2K	Sell	166 -1	-0.6%	-$194	0.02%	157
2023 Q1	$32.5K	Hold	167	–	–	0.02%	162
2022 Q4	$30K	Hold	167	–	–	0.02%	161
2022 Q3	$28K	Hold	167	–	–	0.02%	160
2022 Q2	$29K	Buy	167 +1	+0.6%	+$194	0.02%	169
2022 Q1	$37K	Hold	166	–	–	0.02%	163
2021 Q4	$42K	Hold	166	–	–	0.02%	158
2021 Q3	$39K	Hold	166	–	–	0.02%	161
2021 Q2	$39K	Hold	166	–	–	0.02%	159
2021 Q1	$36K	Hold	166	–	–	0.02%	154
2020 Q4	$35K	Hold	166	–	–	0.03%	146
2020 Q3	$30K	Hold	166	–	–	0.02%	147
2020 Q2	$27K	Hold	166	–	–	0.03%	141
2020 Q1	$21K	Hold	166	–	–	0.02%	145
2019 Q4	$26K	Buy	+166	New	+$25.3K	0.02%	154

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's VOT Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2024, closing a stake of 166 shares — an estimated $39.1K sold.

Mine & Arao Wealth Creation & Management first reported a position in VOT in Q4 2019 and held it in 18 quarters. The position peaked at $42K in Q4 2021. 864 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 166 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $39.1K.
Mine & Arao Wealth Creation & Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $42K in Q4 2021.
864 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.