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Partnervest Advisory Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-43
Closed -$4K – 781
2014
Q2 		$4K Hold
43
– – ﹤0.01% 895
2014
Q1 		$4K Buy
+43
New +$3.93K ﹤0.01% 864

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return

Partnervest Advisory Services's VOT Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2014, closing a stake of 43 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in VOT in Q1 2014 and held it in 2 quarters. The position peaked at $4K in Q2 2014. 159 funds tracked by Wall St. Rank hold VOT as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 43 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2014, an estimated $4K.
  • Partnervest Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2014 and held it in 2 quarters.
  • Partnervest Advisory Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4K in Q2 2014.
  • 159 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.