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Northwest Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Northwest Wealth 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
2022
Q4 		– Sell
-2,147
Closed -$366K – 153
2022
Q3 		$366K Hold
2,147
– – 0.16% 106
2022
Q2 		$377K Sell
2,147
-36
-2% -$6.97K 0.16% 103
2022
Q1 		$486K Sell
2,183
-22
-1% -$4.86K 0.24% 87
2021
Q4 		$561K Sell
2,205
-15
-0.7% -$3.78K 0.26% 75
2021
Q3 		$525K Sell
2,220
-13
-0.6% -$3.15K 0.26% 75
2021
Q2 		$528K Hold
2,233
– – 0.28% 73
2021
Q1 		$479K Sell
2,233
-124
-5% -$26.9K 0.3% 73
2020
Q4 		$500K Sell
2,357
-268
-10% -$52.8K 0.35% 68
2020
Q3 		$473K Sell
2,625
-34
-1% -$6K 0.39% 62
2020
Q2 		$439K Sell
2,659
-228
-8% -$34.5K 0.38% 62
2020
Q1 		$366K Sell
2,887
-205
-7% -$31.1K 0.37% 62
2019
Q4 		$491K Sell
3,092
-3,425
-53% -$523K 0.45% 58
2019
Q3 		$965K Sell
6,517
-170
-3% -$25.5K 0.79% 42
2019
Q2 		$998K Sell
6,687
-174
-3% -$25.4K 0.81% 40
2019
Q1 		$980K Sell
6,861
-420
-6% -$56.5K 0.74% 37
2018
Q4 		$871K Sell
7,281
-226
-3% -$29K 0.74% 37
2018
Q3 		$1.07M Sell
7,507
-8
-0.1% -$1.12K 0.8% 33
2018
Q2 		$1.01M Sell
7,515
-1,651
-18% -$219K 0.76% 34
2018
Q1 		$1.19M Sell
9,166
-5,405
-37% -$710K 0.88% 32
2017
Q4 		$1.86M Buy
14,571
+8,520
+141% +$1.07M 1.52% 18
2017
Q3 		$737K Sell
6,051
-9,224
-60% -$1.1M 1.03% 24
2017
Q2 		$1.8M Buy
15,275
+79
+0.5% +$9.18K 1.64% 17
2017
Q1 		$1.72M Buy
15,196
+223
+1% +$24.8K 1.59% 18
2016
Q4 		$1.58M Buy
+14,973
New +$1.57M 1.61% 19

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwest Wealth Management's VOT Position: Q4 2022 in Review

Northwest Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2022, closing a stake of 2,147 shares — an estimated $366K sold.

Northwest Wealth Management first reported a position in VOT in Q4 2016 and held it in 24 quarters. The position peaked at $1.86M in Q4 2017. 728 funds tracked by Wall St. Rank hold VOT as of Q4 2022.

  • Northwest Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Northwest Wealth Management sold 2,147 Vanguard Mid-Cap Growth ETF shares in Q4 2022, an estimated $366K.
  • Northwest Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and held it in 24 quarters.
  • Northwest Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $1.86M in Q4 2017.
  • 728 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2022.

Based on Northwest Wealth Management's 13F filing for Q4 2022, filed 7 Feb 2023.