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

Ten Capital 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 Q3	–	Sell	-10,203	Closed	-$2.41M	–	513
2021 Q2	$2.41M	Sell	10,203 -430	-4%	-$96.4K	0.55%	48
2021 Q1	$2.28M	Buy	10,633 +114	+1%	+$24.7K	0.56%	54
2020 Q4	$2.23M	Buy	10,519 +186	+2%	+$36.6K	0.62%	48
2020 Q3	$1.86M	Buy	+10,333	New	+$1.82M	0.63%	49

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ten Capital Wealth Advisors's VOT Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q3 2021, closing a stake of 10,203 shares — an estimated $2.41M sold.

Ten Capital Wealth Advisors first reported a position in VOT in Q3 2020 and held it in 4 quarters. The position peaked at $2.41M in Q2 2021. 634 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

Ten Capital Wealth Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Ten Capital Wealth Advisors sold 10,203 Vanguard Mid-Cap Growth ETF shares in Q3 2021, an estimated $2.41M.
Ten Capital Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2020 and held it in 4 quarters.
Ten Capital Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $2.41M in Q2 2021.
634 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.