Proficio Capital Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Proficio Capital Partners’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
2022 Q2	–	Sell	-937	Closed	-$209K	–	301
2022 Q1	$209K	Hold	937	–	–	0.03%	268
2021 Q4	$239K	Hold	937	–	–	0.03%	260
2021 Q3	$221K	Hold	937	–	–	0.03%	274
2021 Q2	$221K	Buy	+937	New	+$210K	0.03%	275
2019 Q3	–	Sell	-655	Closed	-$98K	–	1494
2019 Q2	$98K	Sell	655 -1,032	-61%	-$151K	0.03%	211
2019 Q1	$241K	Buy	1,687 +1,032	+158%	+$139K	0.09%	117
2018 Q4	$78K	Hold	655	–	–	0.03%	208
2018 Q3	$93K	Hold	655	–	–	0.03%	214
2018 Q2	$88K	Hold	655	–	–	0.04%	225
2018 Q1	$85K	Hold	655	–	–	0.03%	241
2017 Q4	$84K	Hold	655	–	–	0.03%	244
2017 Q3	$80K	Hold	655	–	–	0.03%	283
2017 Q2	$78K	Hold	655	–	–	0.03%	295
2017 Q1	$77K	Hold	655	–	–	0.03%	288
2016 Q4	$69K	Hold	655	–	–	0.03%	217
2016 Q3	$70K	Hold	655	–	–	0.04%	216
2016 Q2	$70K	Hold	655	–	–	0.04%	210
2016 Q1	$66K	Sell	655 -330	-34%	-$30.8K	0.06%	172
2015 Q4	$98K	Buy	+985	New	+$99.8K	0.1%	105

Other funds holding VOT

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Proficio Capital Partners's VOT Position: Q2 2022 in Review

Proficio Capital Partners sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 937 shares — an estimated $209K sold.

Proficio Capital Partners first reported a position in VOT in Q4 2015 and held it in 19 quarters. The position peaked at $241K in Q1 2019. 680 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

Proficio Capital Partners reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Proficio Capital Partners sold 937 Vanguard Mid-Cap Growth ETF shares in Q2 2022, an estimated $209K.
Proficio Capital Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2015 and held it in 19 quarters.
Proficio Capital Partners's Vanguard Mid-Cap Growth ETF position peaked at $241K in Q1 2019.
680 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2022.

Based on Proficio Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.