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RMR Wealth Builders’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

RMR Wealth Builders’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
-68,424
Closed -$91.2K – 247
2023
Q3 		$91.2K Hold
68,424
– – 0.01% 227
2023
Q2 		$92.4K Buy
+68,424
New +$13.3M 0.02% 209
2021
Q2 		– Sell
-84
Closed -$18K – 695
2021
Q1 		$18K Buy
+84
New +$18.2K ﹤0.01% 532
2020
Q4 		– Hold
0
– – – 363

Other funds holding VOT

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RMR Wealth Builders's VOT Position: Q4 2023 in Review

RMR Wealth Builders sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2023, closing a stake of 68,424 shares — an estimated $91.2K sold.

RMR Wealth Builders first reported a position in VOT in Q1 2021 and held it in 3 quarters. The position peaked at $92.4K in Q2 2023. 844 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

  • RMR Wealth Builders reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • RMR Wealth Builders sold 68,424 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2023, an estimated $91.2K.
  • RMR Wealth Builders first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2021 and held it in 3 quarters.
  • RMR Wealth Builders's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $92.4K in Q2 2023.
  • 844 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2023.

Based on RMR Wealth Builders's 13F filing for Q4 2023, filed 6 Feb 2024.