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

Taylor Hoffman 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
2020 Q3	–	Sell	-601	Closed	-$99K	–	355
2020 Q2	$99K	Buy	+601	New	+$90.9K	0.06%	150
2020 Q1	–	Sell	-1,621	Closed	-$257K	–	376
2019 Q4	$257K	Sell	1,621 -37	-2%	-$5.64K	0.17%	106
2019 Q3	$246K	Hold	1,658	–	–	0.17%	107
2019 Q2	$248K	Buy	1,658 +37	+2%	+$5.4K	0.2%	106
2019 Q1	$231K	Sell	1,621 -176	-10%	-$23.7K	0.17%	109
2018 Q4	$215K	Hold	1,797	–	–	0.19%	96
2018 Q3	$256K	Sell	1,797 -86	-5%	-$12K	0.2%	92
2018 Q2	$253K	Sell	1,883 -702	-27%	-$93.2K	0.22%	91
2018 Q1	$335K	Sell	2,585 -550	-18%	-$72.3K	0.31%	79
2017 Q4	$400K	Buy	+3,135	New	+$393K	0.38%	72

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Taylor Hoffman Wealth Management's VOT Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2020, closing a stake of 601 shares — an estimated $99K sold.

Taylor Hoffman Wealth Management first reported a position in VOT in Q4 2017 and held it in 10 quarters. The position peaked at $400K in Q4 2017. 528 funds tracked by Wall St. Rank hold VOT as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 601 Vanguard Mid-Cap Growth ETF shares in Q3 2020, an estimated $99K.
Taylor Hoffman Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $400K in Q4 2017.
528 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.