Stewardship Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Stewardship Financial 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
2020 Q2	–	Sell	-12	Closed	-$2K	–	80
2020 Q1	$2K	Hold	12	–	–	﹤0.01%	60
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	87
2019 Q3	$2K	Buy	+12	New	+$1.8K	﹤0.01%	71
2019 Q2	–	Sell	-12	Closed	-$2K	–	74
2019 Q1	$2K	Buy	+12	New	+$1.61K	﹤0.01%	68

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

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

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

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

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

Stewardship Financial Advisors's VOT Position: Q2 2020 in Review

Stewardship Financial Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2020, closing a stake of 12 shares — an estimated $2K sold.

Stewardship Financial Advisors first reported a position in VOT in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2020. 510 funds tracked by Wall St. Rank hold VOT as of Q2 2020.

Stewardship Financial Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Stewardship Financial Advisors sold 12 Vanguard Mid-Cap Growth ETF shares in Q2 2020, an estimated $2K.
Stewardship Financial Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2019 and held it in 4 quarters.
Stewardship Financial Advisors's Vanguard Mid-Cap Growth ETF position peaked at $2K in Q1 2020.
510 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2020.

Based on Stewardship Financial Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.