Truvestments Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Truvestments Capital’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	-49	Closed	-$10.8K	–	881
2023 Q4	$10.8K	Buy	+49	New	+$9.8K	﹤0.01%	512
2022 Q4	–	Sell	-26	Closed	-$4K	–	965
2022 Q3	$4K	Hold	26	–	–	﹤0.01%	498
2022 Q2	$5K	Buy	+26	New	+$5.03K	﹤0.01%	482
2022 Q1	–	Sell	-26	Closed	-$7K	–	537
2021 Q4	$7K	Buy	+26	New	+$6.55K	﹤0.01%	447
2019 Q4	–	Sell	-38	Closed	-$6K	–	579
2019 Q3	$6K	Sell	38 -500	-93%	-$74.9K	﹤0.01%	561
2019 Q2	$80K	Hold	538	–	–	0.05%	209
2019 Q1	$77K	Buy	+538	New	+$72.4K	0.06%	187
2018 Q3	$90K	Buy	+630	New	+$88.2K	0.04%	272

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Truvestments Capital's VOT Position: Q1 2024 in Review

Truvestments Capital sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2024, closing a stake of 49 shares — an estimated $10.8K sold.

Truvestments Capital first reported a position in VOT in Q3 2018 and held it in 8 quarters. The position peaked at $90K in Q3 2018. 869 funds tracked by Wall St. Rank hold VOT as of Q1 2024.

Truvestments Capital reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Truvestments Capital sold 49 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $10.8K.
Truvestments Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and held it in 8 quarters.
Truvestments Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $90K in Q3 2018.
869 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.