Quad-Cities Investment Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-402	Closed	-$60K	–	691
2019 Q3	$60K	Sell	402 -36	-8%	-$5.39K	0.05%	294
2019 Q2	$65K	Sell	438 -499	-53%	-$72.8K	0.06%	289
2019 Q1	$133K	Hold	937	–	–	0.12%	180
2018 Q4	$112K	Hold	937	–	–	0.12%	185
2018 Q3	$133K	Sell	937 -74	-7%	-$10.4K	0.12%	179
2018 Q2	$136K	Buy	+1,011	New	+$134K	0.13%	170

Other funds holding VOT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Quad-Cities Investment Group's VOT Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2019, closing a stake of 402 shares — an estimated $60K sold.

Quad-Cities Investment Group first reported a position in VOT in Q2 2018 and held it in 6 quarters. The position peaked at $136K in Q2 2018. 482 funds tracked by Wall St. Rank hold VOT as of Q4 2019.

Quad-Cities Investment Group reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 402 Vanguard Mid-Cap Growth ETF shares in Q4 2019, an estimated $60K.
Quad-Cities Investment Group first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Vanguard Mid-Cap Growth ETF position peaked at $136K in Q2 2018.
482 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.