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Stonebridge Financial Planning Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Stonebridge Financial Planning Group’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 		– Sell
-75
Closed -$18K – 432
2021
Q2 		$18K Sell
75
-1
-1% -$224 0.01% 308
2021
Q1 		$17K Buy
76
+1
+1% +$217 0.01% 317
2020
Q4 		$16K Hold
75
– – 0.01% 292
2020
Q3 		$14K Hold
75
– – 0.01% 292
2020
Q2 		$13K Hold
75
– – 0.01% 289
2020
Q1 		$10K Hold
75
– – 0.01% 306
2019
Q4 		$12K Buy
+75
New +$11.4K 0.01% 282

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stonebridge Financial Planning Group's VOT Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2021, closing a stake of 75 shares — an estimated $18K sold.

Stonebridge Financial Planning Group first reported a position in VOT in Q4 2019 and held it in 7 quarters. The position peaked at $18K in Q2 2021. 634 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

  • Stonebridge Financial Planning Group reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 75 Vanguard Mid-Cap Growth ETF shares in Q3 2021, an estimated $18K.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and held it in 7 quarters.
  • Stonebridge Financial Planning Group's Vanguard Mid-Cap Growth ETF position peaked at $18K in Q2 2021.
  • 634 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.