Sonora Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sonora Investment 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 Q3	$14K	Hold	60	–	–	﹤0.01%	724
2021 Q2	$14K	Hold	60	–	–	﹤0.01%	660
2021 Q1	$13K	Hold	60	–	–	﹤0.01%	1146
2020 Q4	$13K	Hold	60	–	–	﹤0.01%	1085
2020 Q3	$11K	Sell	60 -20	-25%	-$3.53K	﹤0.01%	1152
2020 Q2	$13K	Buy	80 +20	+33%	+$3.02K	﹤0.01%	956
2020 Q1	$8K	Hold	60	–	–	﹤0.01%	1154
2019 Q4	$10K	Hold	60	–	–	﹤0.01%	1224
2019 Q3	$9K	Hold	60	–	–	﹤0.01%	1273
2019 Q2	$9K	Hold	60	–	–	﹤0.01%	1240
2019 Q1	$9K	Hold	60	–	–	﹤0.01%	1103
2018 Q4	$7K	Hold	60	–	–	﹤0.01%	964
2018 Q3	$9K	Hold	60	–	–	﹤0.01%	926
2018 Q2	$8K	Hold	60	–	–	﹤0.01%	882
2018 Q1	$7.78K	Hold	60	–	–	﹤0.01%	861
2017 Q4	$7.66K	Hold	60	–	–	﹤0.01%	873
2017 Q3	$7.3K	Buy	+60	New	+$7.15K	﹤0.01%	800

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sonora Investment Management's VOT Position: Q3 2021 in Review

Sonora Investment Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2021 at 60 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Sonora Investment Management first reported a position in VOT in Q3 2017 and has held it in 17 quarters since. 635 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

Sonora Investment Management held 60 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $14K as of Q3 2021.
Sonora Investment Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2021.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #724 holding.
Sonora Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 17 quarters since.
635 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.