Rowland Carmichael Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Rowland Carmichael 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
2017 Q1	–	Sell	-445	Closed	-$47K	–	317
2016 Q4	$47K	Hold	445	–	–	0.03%	261
2016 Q3	$47K	Hold	445	–	–	0.03%	252
2016 Q2	$45K	Hold	445	–	–	0.03%	260
2016 Q1	$45K	Buy	+445	New	+$41.5K	0.04%	173

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Rowland Carmichael Advisors's VOT Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2017, closing a stake of 445 shares — an estimated $47K sold.

Rowland Carmichael Advisors first reported a position in VOT in Q1 2016 and held it in 4 quarters. The position peaked at $47K in Q4 2016. 265 funds tracked by Wall St. Rank hold VOT as of Q1 2017.

Rowland Carmichael Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
Rowland Carmichael Advisors sold 445 Vanguard Mid-Cap Growth ETF shares in Q1 2017, an estimated $47K.
Rowland Carmichael Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2016 and held it in 4 quarters.
Rowland Carmichael Advisors's Vanguard Mid-Cap Growth ETF position peaked at $47K in Q4 2016.
265 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.