Pacifica Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Pacifica Partners’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
2023 Q3	–	Sell	-50	Closed	-$10.2K	–	545
2023 Q2	$10.2K	Hold	50	–	–	0.01%	295
2023 Q1	$9.46K	Hold	50	–	–	0.01%	322
2022 Q4	$8.94K	Hold	50	–	–	0.01%	295
2022 Q3	$9K	Hold	50	–	–	0.01%	310
2022 Q2	$9K	Hold	50	–	–	0.01%	319
2022 Q1	$11K	Hold	50	–	–	0.01%	301
2021 Q4	$12K	Buy	+50	New	+$12.6K	0.01%	289
2021 Q1	–	Sell	-75	Closed	-$16K	–	436
2020 Q4	$16K	Hold	75	–	–	0.02%	205
2020 Q3	$14K	Hold	75	–	–	0.02%	189
2020 Q2	$13K	Hold	75	–	–	0.01%	209
2020 Q1	$10K	Hold	75	–	–	0.01%	231
2019 Q4	$12K	Buy	+75	New	+$11.4K	0.01%	229

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pacifica Partners's VOT Position: Q3 2023 in Review

Pacifica Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2023, closing a stake of 50 shares — an estimated $10.2K sold.

Pacifica Partners first reported a position in VOT in Q4 2019 and held it in 12 quarters. The position peaked at $16K in Q4 2020. 754 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

Pacifica Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Pacifica Partners sold 50 Vanguard Mid-Cap Growth ETF shares in Q3 2023, an estimated $10.2K.
Pacifica Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 12 quarters.
Pacifica Partners's Vanguard Mid-Cap Growth ETF position peaked at $16K in Q4 2020.
754 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2023.

Based on Pacifica Partners's 13F filing for Q3 2023, filed 10 Oct 2023.