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Polaris Wealth Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-1,384
Closed -$197K – 455
2018
Q3 		$197K Sell
1,384
-620
-31% -$86.8K 0.01% 157
2018
Q2 		$260K Hold
2,004
– – 0.02% 93
2018
Q1 		$260K Buy
2,004
+196
+11% +$25.7K 0.02% 123
2017
Q4 		$231K Hold
1,808
– – 0.02% 131
2017
Q3 		$220K Buy
+1,808
New +$215K 0.02% 139
2017
Q2 		– Sell
-1,909
Closed -$216K – 137
2017
Q1 		$216K Hold
1,909
– – 0.02% 101
2016
Q4 		$202K Sell
1,909
-37
-2% -$3.88K 0.02% 105
2016
Q3 		$207K Sell
1,946
-283
-13% -$30K 0.02% 102
2016
Q2 		$227K Sell
2,229
-300
-12% -$30.3K 0.04% 90
2016
Q1 		$254K Sell
2,529
-921
-27% -$85.9K 0.04% 95
2015
Q4 		$344K Buy
+3,450
New +$349K 0.06% 115
2015
Q3 		– Sell
-2,368
Closed -$252K – 85
2015
Q2 		$252K Sell
2,368
-918
-28% -$99.4K 0.05% 66
2015
Q1 		$355K Sell
3,286
-284
-8% -$29.6K 0.06% 72
2014
Q4 		$363K Buy
+3,570
New +$353K 0.07% 71
2014
Q2 		– Sell
-3,852
Closed -$357K – 151
2014
Q1 		$357K Sell
3,852
-526
-12% -$48.1K 0.08% 69
2013
Q4 		$395K Buy
4,378
+2,060
+89% +$180K 0.1% 59
2013
Q3 		$198K Buy
2,318
+680
+42% +$56.3K 0.06% 55
2013
Q2 		$128K Buy
+1,638
New +$128K 0.05% 66

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polaris Wealth Advisory Group's VOT Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2018, closing a stake of 1,384 shares — an estimated $197K sold.

Polaris Wealth Advisory Group first reported a position in VOT in Q2 2013 and held it in 18 quarters. The position peaked at $395K in Q4 2013. 388 funds tracked by Wall St. Rank hold VOT as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,384 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2018, an estimated $197K.
  • Polaris Wealth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 18 quarters.
  • Polaris Wealth Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $395K in Q4 2013.
  • 388 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.