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Trivium Point Advisory’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Trivium Point Advisory’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
2025
Q4 		– Sell
-727
Closed -$214K – 366
2025
Q3 		$214K Sell
727
-68
-9% -$19.6K 0.02% 336
2025
Q2 		$226K Sell
795
-4,661
-85% -$1.2M 0.02% 321
2025
Q1 		$1.33M Sell
5,456
-190
-3% -$49.4K 0.17% 143
2024
Q4 		$1.43M Buy
5,646
+937
+20% +$241K 0.18% 138
2024
Q3 		$1.24M Buy
4,709
+574
+14% +$134K 0.17% 147
2024
Q2 		$949K Buy
4,135
+1,902
+85% +$436K 0.14% 160
2024
Q1 		$527K Buy
+2,233
New +$500K 0.11% 155
2020
Q2 		– Sell
-1,550
Closed -$211K – 172
2020
Q1 		$211K Sell
1,550
-2,298
-60% -$349K 0.11% 130
2019
Q4 		$611K Buy
3,848
+973
+34% +$148K 0.24% 114
2019
Q3 		$419K Buy
2,875
+433
+18% +$64.9K 0.19% 120
2019
Q2 		$365K Buy
2,442
+348
+17% +$50.8K 0.16% 130
2019
Q1 		$299K Buy
+2,094
New +$282K 0.14% 132

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return