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

Tradition 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
2024 Q1	–	Sell	-176	Closed	-$39K	–	1170
2023 Q4	$39K	Hold	176	–	–	﹤0.01%	687
2023 Q3	$34K	Hold	176	–	–	﹤0.01%	696
2023 Q2	$36K	Hold	176	–	–	﹤0.01%	719
2023 Q1	$34K	Buy	176 +1	+0.6%	+$191	﹤0.01%	719
2022 Q4	$32K	Hold	175	–	–	﹤0.01%	644
2022 Q3	$30K	Hold	175	–	–	﹤0.01%	659
2022 Q2	$31K	Hold	175	–	–	﹤0.01%	567
2022 Q1	$39K	Hold	175	–	–	0.01%	570
2021 Q4	$45K	Hold	175	–	–	0.01%	554
2021 Q3	$41K	Hold	175	–	–	0.01%	559
2021 Q2	$41K	Hold	175	–	–	0.01%	585
2021 Q1	$38K	Hold	175	–	–	0.01%	496
2020 Q4	$37K	Buy	+175	New	+$34.5K	0.01%	469

Other funds holding VOT

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Tradition Wealth Management's VOT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2024, closing a stake of 176 shares — an estimated $39K sold.

Tradition Wealth Management first reported a position in VOT in Q4 2020 and held it in 13 quarters. The position peaked at $45K in Q4 2021. 865 funds tracked by Wall St. Rank hold VOT as of Q1 2024.

Tradition Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 176 Vanguard Mid-Cap Growth ETF shares in Q1 2024, an estimated $39K.
Tradition Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $45K in Q4 2021.
865 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.