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

Southern 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
2023 Q1	$2.05M	Buy	10,531 +45	+0.4%	+$8.62K	0.8%	32
2022 Q4	$1.88M	Buy	10,486 +1,917	+22%	+$347K	0.76%	34
2022 Q3	$1.56M	Buy	8,569 +1,932	+29%	+$366K	0.63%	37
2022 Q2	$1.16M	Sell	6,637 -3,338	-33%	-$646K	0.45%	36
2022 Q1	$2.22M	Buy	9,975 +2,024	+25%	+$447K	0.72%	33
2021 Q4	$2.02M	Sell	7,951 -12,184	-61%	-$3.07M	0.8%	30
2021 Q3	$4.76M	Sell	20,135 -188	-0.9%	-$45.5K	1.4%	23
2021 Q2	$4.94M	Buy	20,323 +400	+2%	+$89.7K	1.43%	23
2021 Q1	$4.28M	Buy	19,923 +4,250	+27%	+$922K	1.41%	23
2020 Q4	$3.32M	Buy	15,673 +76	+0.5%	+$15K	1.26%	23
2020 Q3	$2.81M	Buy	15,597 +200	+1%	+$35.3K	1.04%	24
2020 Q2	$2.54M	Buy	15,397 +845	+6%	+$128K	0.49%	19
2020 Q1	$1.84M	Sell	14,552 -3,017	-17%	-$458K	0.38%	24
2019 Q4	$2.79M	Buy	+17,569	New	+$2.68M	0.52%	16

Other funds holding VOT

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Southern Wealth Management's VOT Position: Q1 2023 in Review

Southern Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.43% in Q1 2023, buying an estimated $8.62K and bringing the position to 10,531 shares worth $2.05M. The position accounts for 0.8% of the portfolio, ranked #32.

Southern Wealth Management first reported a position in VOT in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.94M in Q2 2021. 746 funds tracked by Wall St. Rank hold VOT as of Q1 2023.

Southern Wealth Management held 10,531 shares of Vanguard Mid-Cap Growth ETF worth $2.05M as of Q1 2023.
Southern Wealth Management bought 45 Vanguard Mid-Cap Growth ETF shares in Q1 2023, an estimated $8.62K.
Vanguard Mid-Cap Growth ETF made up 0.8% of Southern Wealth Management's portfolio in Q1 2023, its #32 holding.
Southern Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 14 quarters since.
Southern Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $4.94M in Q2 2021.
746 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.