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Mogy Joel R Investment Counsel’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Mogy Joel R Investment Counsel’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
-150
Closed -$35.4K – 122
2024
Q1 		$35.4K Buy
+150
New +$33.6K ﹤0.01% 115

Other funds holding VOT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 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 22.96% 1-Year Est. Return

Mogy Joel R Investment Counsel's VOT Position: Q2 2024 in Review

Mogy Joel R Investment Counsel sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2024, closing a stake of 150 shares — an estimated $35.4K sold.

Mogy Joel R Investment Counsel first reported a position in VOT in Q1 2024 and held it in 1 quarter. The position peaked at $35.4K in Q1 2024. 861 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

  • Mogy Joel R Investment Counsel reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 150 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $35.4K.
  • Mogy Joel R Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Mogy Joel R Investment Counsel's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $35.4K in Q1 2024.
  • 861 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2024, filed 15 Jul 2024.