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

Towerpoint Wealth’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
2022 Q2	–	Sell	-948	Closed	-$211K	–	96
2022 Q1	$211K	Hold	948	–	–	0.1%	84
2021 Q4	$241K	Hold	948	–	–	0.11%	75
2021 Q3	$224K	Hold	948	–	–	0.11%	72
2021 Q2	$224K	Sell	948 -15	-2%	-$3.36K	0.11%	71
2021 Q1	$207K	Hold	963	–	–	0.1%	72
2020 Q4	$204K	Buy	+963	New	+$190K	0.1%	70
2019 Q4	–	Sell	-1,009	Closed	-$149K	–	85
2019 Q3	$149K	Buy	+1,009	New	+$151K	0.1%	50

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

Towerpoint Wealth's VOT Position: Q2 2022 in Review

Towerpoint Wealth sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2022, closing a stake of 948 shares — an estimated $211K sold.

Towerpoint Wealth first reported a position in VOT in Q3 2019 and held it in 7 quarters. The position peaked at $241K in Q4 2021. 680 funds tracked by Wall St. Rank hold VOT as of Q2 2022.

Towerpoint Wealth reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Towerpoint Wealth sold 948 Vanguard Mid-Cap Growth ETF shares in Q2 2022, an estimated $211K.
Towerpoint Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2019 and held it in 7 quarters.
Towerpoint Wealth's Vanguard Mid-Cap Growth ETF position peaked at $241K in Q4 2021.
680 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2022.

Based on Towerpoint Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.