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

TCI 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
2021 Q2	–	Sell	-86	Closed	-$18K	–	2463
2021 Q1	$18K	Buy	+86	New	+$18.7K	0.01%	614
2020 Q2	–	Sell	-1,187	Closed	-$150K	–	1676
2020 Q1	$150K	Buy	1,187 +1,182	+23,640%	+$179K	0.07%	166
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	1455
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	1404
2019 Q2	$1K	Buy	+5	New	+$729	﹤0.01%	1322
2017 Q2	–	Sell	-25	Closed	-$3K	–	1383
2017 Q1	$3K	Sell	25 -829	-97%	-$92.2K	﹤0.01%	871
2016 Q4	$90K	Buy	854 +4	+0.5%	+$420	0.05%	236
2016 Q3	$90K	Hold	850	–	–	0.05%	226
2016 Q2	$87K	Buy	+850	New	+$85.8K	0.05%	223

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

TCI Wealth Advisors's VOT Position: Q2 2021 in Review

TCI Wealth Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2021, closing a stake of 86 shares — an estimated $18K sold.

TCI Wealth Advisors first reported a position in VOT in Q2 2016 and held it in 9 quarters. The position peaked at $150K in Q1 2020. 627 funds tracked by Wall St. Rank hold VOT as of Q2 2021.

TCI Wealth Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
TCI Wealth Advisors sold 86 Vanguard Mid-Cap Growth ETF shares in Q2 2021, an estimated $18K.
TCI Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2016 and held it in 9 quarters.
TCI Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $150K in Q1 2020.
627 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2021.

Based on TCI Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.