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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
– Sell
-819
Closed -$208K – 139
2024
Q4
$208K Buy
+819
New +$211K 0.1% 138
2023
Q3
– Sell
-788
Closed -$162K – 407
2023
Q2
$162K Buy
+788
New +$153K 0.1% 140

Other funds holding VOT

PCA Investment Advisory Services's VOT Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025, closing a stake of 819 shares — an estimated $208K sold.

PCA Investment Advisory Services first reported a position in VOT in Q2 2023 and held it in 2 quarters. The position peaked at $208K in Q4 2024. 980 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 819 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $208K.
  • PCA Investment Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and held it in 2 quarters.
  • PCA Investment Advisory Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $208K in Q4 2024.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.