Sutton Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sutton Wealth 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
2023 Q3	$16.6K	Sell	85 -3	-3%	-$612	0.01%	381
2023 Q2	$18.1K	Sell	88 -1	-1%	-$194	0.01%	362
2023 Q1	$17.4K	Hold	89	–	–	0.01%	326
2022 Q4	$16K	Hold	89	–	–	0.01%	786
2022 Q3	$15.2K	Sell	89 -14	-14%	-$2.65K	0.01%	753
2022 Q2	$18.1K	Sell	103 -1	-1%	-$194	0.01%	712
2022 Q1	$23.2K	Buy	104 +1	+1%	+$221	0.01%	663
2021 Q4	$26.2K	Hold	103	–	–	0.01%	627
2021 Q3	$24.3K	Buy	103 +2	+2%	+$484	0.01%	635
2021 Q2	$23.9K	Buy	101 +1	+1%	+$224	0.01%	651
2021 Q1	$21.5K	Hold	100	–	–	0.01%	657
2020 Q4	$21.2K	Buy	100 +15	+18%	+$2.95K	0.01%	590
2020 Q3	$15.3K	Buy	+85	New	+$15K	0.01%	620

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $4.79B AUM 16.42% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Sutton Wealth Advisors's VOT Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.4% in Q3 2023, selling an estimated $612 and leaving 85 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #381.

Sutton Wealth Advisors first reported a position in VOT in Q3 2020 and has held it in 13 quarters since. The position peaked at $26.2K in Q4 2021. 755 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

Sutton Wealth Advisors held 85 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $16.6K as of Q3 2023.
Sutton Wealth Advisors sold 3 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2023, an estimated $612.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #381 holding.
Sutton Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and has held it in 13 quarters since.
Sutton Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $26.2K in Q4 2021.
755 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.