Pinnacle Private Wealth’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
2022
Q2
$212K Buy
1,211
+101
+9% +$19.6K 0.08% 250
2022
Q1
$247K Hold
1,110
– – 0.08% 247
2021
Q4
$283K Buy
+1,110
New +$280K 0.09% 226

Other funds holding VOT

Pinnacle Private Wealth's VOT Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.1% in Q2 2022, buying an estimated $19.6K and bringing the position to 1,211 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #250.

Pinnacle Private Wealth first reported a position in VOT in Q4 2021 and has held it in 3 quarters since. The position peaked at $283K in Q4 2021. 682 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

  • Pinnacle Private Wealth held 1,211 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $212K as of Q2 2022.
  • Pinnacle Private Wealth bought 101 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $19.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Pinnacle Private Wealth's portfolio in Q2 2022, its #250 holding.
  • Pinnacle Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $283K in Q4 2021.
  • 682 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.