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RZH
Relyea Zuckerberg Hanson’s
Vanguard Mid-Cap Growth ETF
VOT
Stock Holding History
Relyea Zuckerberg Hanson’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
Q2
–
Sell
-1,446
Closed
-$282K
–
202
2023
Q1
$282K
Hold
1,446
–
–
0.07%
145
2022
Q4
$260K
Sell
1,446
-520
-26%
-$94.2K
0.07%
143
2022
Q3
$335K
Sell
1,966
-560
-22%
-$106K
0.12%
108
2022
Q2
$443K
Hold
2,526
–
–
0.17%
91
2022
Q1
$549K
Sell
2,526
-1,103
-30%
-$243K
0.18%
88
2021
Q4
$780K
Buy
3,629
+487
+15%
+$123K
0.28%
62
2021
Q3
$742K
Hold
3,142
–
–
0.29%
56
2021
Q2
$743K
Hold
3,142
–
–
0.31%
54
2021
Q1
$721K
Buy
3,142
+3
+0.1%
+$651
0.32%
52
2020
Q4
$666K
Buy
3,139
+5
+0.2%
+$985
0.36%
50
2020
Q3
$598K
Buy
3,134
+4
+0.1%
+$705
0.38%
52
2020
Q2
$517K
Buy
3,130
+7
+0.2%
+$1.06K
0.41%
53
2020
Q1
$396K
Buy
3,123
+6
+0.2%
+$911
0.43%
56
2019
Q4
$495K
Buy
+3,117
New
+$476K
0.48%
49
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1-Year Est. Return
UBS Group
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1-Year Est. Return
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$374B AUM
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1-Year Est. Return
TI
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$4.48B AUM
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1-Year Est. Return
TF
TIAA FSB
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$27.6B AUM
14.26%
1-Year Est. Return
Jones Financial Companies
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$208B AUM
16.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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