Tyler-Stone Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-33	Closed	-$7.58K	–	927
2024 Q2	$7.58K	Hold	33	–	–	﹤0.01%	694
2024 Q1	$7.78K	Buy	+33	New	+$7.39K	﹤0.01%	691
2022 Q4	–	Sell	-34	Closed	-$6K	–	909
2022 Q3	$6K	Hold	34	–	–	﹤0.01%	625
2022 Q2	$6K	Hold	34	–	–	﹤0.01%	648
2022 Q1	$8K	Hold	34	–	–	﹤0.01%	615
2021 Q4	$9K	Buy	+34	New	+$8.57K	﹤0.01%	636

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Tyler-Stone Wealth Management's VOT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2024, closing a stake of 33 shares — an estimated $7.58K sold.

Tyler-Stone Wealth Management first reported a position in VOT in Q4 2021 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 905 funds tracked by Wall St. Rank hold VOT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 33 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $7.58K.
Tyler-Stone Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 6 quarters.
Tyler-Stone Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9K in Q4 2021.
905 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.