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Opal Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-20
Closed -$4.59K – 1146
2024
Q2 		$4.59K Buy
+20
New +$4.59K ﹤0.01% 821

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 $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Opal Wealth Advisors's VOT Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2024, closing a stake of 20 shares — an estimated $4.59K sold.

Opal Wealth Advisors first reported a position in VOT in Q2 2024 and held it in 1 quarter. The position peaked at $4.59K in Q2 2024. 904 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 20 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $4.59K.
  • Opal Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.59K in Q2 2024.
  • 904 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.