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MKD Wealth Coaches’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

MKD Wealth Coaches’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
2019
Q3 		– Sell
-135
Closed -$20K – 201
2019
Q2 		$20K Hold
135
– – 0.02% 129
2019
Q1 		$19K Hold
135
– – 0.02% 124
2018
Q4 		$16K Buy
+135
New +$17.3K 0.02% 114

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MKD Wealth Coaches's VOT Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2019, closing a stake of 135 shares — an estimated $20K sold.

MKD Wealth Coaches first reported a position in VOT in Q4 2018 and held it in 3 quarters. The position peaked at $20K in Q2 2019. 420 funds tracked by Wall St. Rank hold VOT as of Q3 2019.

  • MKD Wealth Coaches reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 135 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2019, an estimated $20K.
  • MKD Wealth Coaches first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $20K in Q2 2019.
  • 420 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.