QP Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

QP Wealth Management’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
2021 Q2	–	Sell	-5,257	Closed	-$1.13M	–	79
2021 Q1	$1.13M	Buy	5,257 +975	+23%	+$212K	1.23%	30
2020 Q4	$908K	Buy	4,282 +820	+24%	+$161K	1%	31
2020 Q3	$624K	Buy	3,462 +200	+6%	+$35.3K	0.8%	32
2020 Q2	$538K	Buy	+3,262	New	+$493K	0.74%	33
2020 Q1	–	Sell	-1,631	Closed	-$267K	–	88
2019 Q4	$267K	Buy	+1,631	New	+$249K	0.33%	68

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

QP Wealth Management's VOT Position: Q2 2021 in Review

QP Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2021, closing a stake of 5,257 shares — an estimated $1.13M sold.

QP Wealth Management first reported a position in VOT in Q4 2019 and held it in 5 quarters. The position peaked at $1.13M in Q1 2021. 627 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

QP Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
QP Wealth Management sold 5,257 Vanguard Mid-Cap Growth ETF shares in Q2 2021, an estimated $1.13M.
QP Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 5 quarters.
QP Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $1.13M in Q1 2021.
627 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2021.

Based on QP Wealth Management's 13F filing for Q2 2021, filed 13 Jul 2021.