Selective Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Selective Wealth Management’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
2021 Q1	–	Sell	-484	Closed	-$103K	–	431
2020 Q4	$103K	Hold	484	–	–	0.07%	78
2020 Q3	$87K	Hold	484	–	–	0.07%	81
2020 Q2	$80K	Hold	484	–	–	0.07%	81
2020 Q1	$61K	Hold	484	–	–	0.1%	57
2019 Q4	$77K	Buy	+484	New	+$73.8K	0.09%	58

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Selective Wealth Management's VOT Position: Q1 2021 in Review

Selective Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2021, closing a stake of 484 shares — an estimated $103K sold.

Selective Wealth Management first reported a position in VOT in Q4 2019 and held it in 5 quarters. The position peaked at $103K in Q4 2020. 623 funds tracked by Wall St. Rank hold VOT as of Q1 2021.

Selective Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
Selective Wealth Management sold 484 Vanguard Mid-Cap Growth ETF shares in Q1 2021, an estimated $103K.
Selective Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 5 quarters.
Selective Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $103K in Q4 2020.
623 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2021.

Based on Selective Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.