Pathway Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Pathway Financial 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
2018 Q3	–	Sell	-500	Closed	-$67K	–	374
2018 Q2	$67K	Hold	500	–	–	0.04%	206
2018 Q1	$65K	Hold	500	–	–	0.04%	210
2017 Q4	$64K	Buy	+500	New	+$62.7K	0.04%	210

Other funds holding VOT

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

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathway Financial Advisors's VOT Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2018, closing a stake of 500 shares — an estimated $67K sold.

Pathway Financial Advisors first reported a position in VOT in Q4 2017 and held it in 3 quarters. The position peaked at $67K in Q2 2018. 377 funds tracked by Wall St. Rank hold VOT as of Q3 2018.

Pathway Financial Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
Pathway Financial Advisors sold 500 Vanguard Mid-Cap Growth ETF shares in Q3 2018, an estimated $67K.
Pathway Financial Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and held it in 3 quarters.
Pathway Financial Advisors's Vanguard Mid-Cap Growth ETF position peaked at $67K in Q2 2018.
377 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.