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Realta Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Realta Investment Advisors’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
2023
Q4 		– Sell
-1,140
Closed -$235K – 792
2023
Q3 		$235K Hold
1,140
– – 0.05% 348
2023
Q2 		$235K Hold
1,140
– – 0.05% 363
2023
Q1 		$222K Sell
1,140
-1,533
-57% -$294K 0.05% 369
2022
Q4 		$480K Sell
2,673
-131
-5% -$23.7K 0.12% 212
2022
Q3 		$478K Buy
2,804
+32
+1% +$6.06K 0.13% 199
2022
Q2 		$493K Buy
2,772
+22
+0.8% +$4.26K 0.12% 190
2022
Q1 		$613K Buy
2,750
+1,278
+87% +$282K 0.12% 184
2021
Q4 		$375K Hold
1,472
– – 0.08% 267
2021
Q3 		$348K Hold
1,472
– – 0.08% 270
2021
Q2 		$348K Sell
1,472
-262
-15% -$58.8K 0.08% 262
2021
Q1 		$372K Buy
+1,734
New +$376K 0.1% 246
2020
Q1 		– Sell
-5
Closed -$1K – 1361
2019
Q4 		$1K Hold
5
– – ﹤0.01% 1557
2019
Q3 		$1K Hold
5
– – ﹤0.01% 1573
2019
Q2 		$1K Buy
+5
New +$729 ﹤0.01% 1654

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Realta Investment Advisors's VOT Position: Q4 2023 in Review

Realta Investment Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2023, closing a stake of 1,140 shares — an estimated $235K sold.

Realta Investment Advisors first reported a position in VOT in Q2 2019 and held it in 14 quarters. The position peaked at $613K in Q1 2022. 841 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

  • Realta Investment Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 1,140 Vanguard Mid-Cap Growth ETF shares in Q4 2023, an estimated $235K.
  • Realta Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2019 and held it in 14 quarters.
  • Realta Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $613K in Q1 2022.
  • 841 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.