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Riverview Trust Company’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Riverview Trust Company’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
2024
Q2 		– Sell
-122
Closed -$28.8K – 668
2024
Q1 		$28.8K Buy
+122
New +$27.3K 0.02% 352
2023
Q4 		– Sell
-122
Closed -$23.8K – 618
2023
Q3 		$23.8K Hold
122
– – 0.02% 346
2023
Q2 		$25.1K Hold
122
– – 0.02% 305
2023
Q1 		$23.8K Buy
+122
New +$23.4K 0.02% 309

Other funds holding VOT

AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Riverview Trust Company's VOT Position: Q2 2024 in Review

Riverview Trust Company sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2024, closing a stake of 122 shares — an estimated $28.8K sold.

Riverview Trust Company first reported a position in VOT in Q1 2023 and held it in 4 quarters. The position peaked at $28.8K in Q1 2024. 863 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

  • Riverview Trust Company reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Riverview Trust Company sold 122 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $28.8K.
  • Riverview Trust Company first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and held it in 4 quarters.
  • Riverview Trust Company's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $28.8K in Q1 2024.
  • 863 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Riverview Trust Company's 13F filing for Q2 2024, filed 16 Jul 2024.