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

Sequoia 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
2019 Q4	–	Sell	-3,981	Closed	-$590K	–	51
2019 Q3	$590K	Hold	3,981	–	–	1.21%	25
2019 Q2	$606K	Sell	3,981 -522	-12%	-$76.1K	0.57%	29
2019 Q1	$643K	Hold	4,503	–	–	0.52%	36
2018 Q4	$539K	Buy	4,503 +2,603	+137%	+$334K	0.53%	34
2018 Q3	$270K	Hold	1,900	–	–	0.23%	50
2018 Q2	$255K	Hold	1,900	–	–	0.27%	49
2018 Q1	$246K	Hold	1,900	–	–	0.24%	49
2017 Q4	$250K	Buy	+1,900	New	+$238K	0.23%	47

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

Sequoia Wealth Management's VOT Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2019, closing a stake of 3,981 shares — an estimated $590K sold.

Sequoia Wealth Management first reported a position in VOT in Q4 2017 and held it in 8 quarters. The position peaked at $643K in Q1 2019. 482 funds tracked by Wall St. Rank hold VOT as of Q4 2019.

Sequoia Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 3,981 Vanguard Mid-Cap Growth ETF shares in Q4 2019, an estimated $590K.
Sequoia Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $643K in Q1 2019.
482 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.