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

Parkside 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 Q4	–	Sell	-890	Closed	-$217K	–	84
2024 Q3	$217K	Hold	890	–	–	0.05%	78
2024 Q2	$205K	Hold	890	–	–	0.05%	80
2024 Q1	$210K	Buy	+890	New	+$199K	0.05%	85
2023 Q4	–	Sell	-1,306	Closed	-$254K	–	82
2023 Q3	$254K	Sell	1,306 -44	-3%	-$8.98K	0.08%	67
2023 Q2	$278K	Hold	1,350	–	–	0.09%	61
2023 Q1	$263K	Hold	1,350	–	–	0.09%	63
2022 Q4	$243K	Hold	1,350	–	–	0.08%	74
2022 Q3	$230K	Hold	1,350	–	–	0.09%	55
2022 Q2	$237K	Hold	1,350	–	–	0.09%	58
2022 Q1	$301K	Hold	1,350	–	–	0.1%	50
2021 Q4	$344K	Hold	1,350	–	–	0.1%	50
2021 Q3	$319K	Hold	1,350	–	–	0.1%	50
2021 Q2	$319K	Sell	1,350 -457	-25%	-$102K	0.1%	50
2021 Q1	$388K	Hold	1,807	–	–	0.13%	45
2020 Q4	$383K	Sell	1,807 -23	-1%	-$4.53K	0.14%	46
2020 Q3	$330K	Hold	1,830	–	–	0.15%	47
2020 Q2	$302K	Hold	1,830	–	–	0.14%	50
2020 Q1	$232K	Sell	1,830 -27	-1%	-$4.1K	0.13%	52
2019 Q4	$295K	Hold	1,857	–	–	0.13%	49
2019 Q3	$275K	Hold	1,857	–	–	0.14%	49
2019 Q2	$278K	Hold	1,857	–	–	0.15%	46
2019 Q1	$266K	Hold	1,857	–	–	0.15%	47
2018 Q4	$222K	Sell	1,857 -237	-11%	-$30.4K	0.14%	56
2018 Q3	$299K	Hold	2,094	–	–	0.2%	37
2018 Q2	$281K	Buy	2,094 +71	+4%	+$9.43K	0.2%	35
2018 Q1	$262K	Buy	+2,023	New	+$266K	0.19%	35

Other funds holding VOT

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Parkside Advisors's VOT Position: Q4 2024 in Review

Parkside Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 890 shares — an estimated $217K sold.

Parkside Advisors first reported a position in VOT in Q1 2018 and held it in 26 quarters. The position peaked at $388K in Q1 2021. 980 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

Parkside Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Parkside Advisors sold 890 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $217K.
Parkside Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2018 and held it in 26 quarters.
Parkside Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $388K in Q1 2021.
980 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Parkside Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.