Veritable’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,333
| Closed | -$1.1M | – | 792 |
|
|
2023
Q2 | $1.1M | Hold |
5,333
| – | – | 0.02% | 350 |
|
|
2023
Q1 | $1.04M | Hold |
5,333
| – | – | 0.02% | 360 |
|
|
2022
Q4 | $959K | Sell |
5,333
-62
| -1% | -$11.2K | 0.02% | 378 |
|
|
2022
Q3 | $920K | Buy |
5,395
+667
| +14% | +$126K | 0.02% | 365 |
|
|
2022
Q2 | $829K | Buy |
4,728
+150
| +3% | +$29K | 0.01% | 418 |
|
|
2022
Q1 | $1.02M | Buy |
4,578
+419
| +10% | +$92.5K | 0.02% | 397 |
|
|
2021
Q4 | $1.06M | Sell |
4,159
-1,040
| -20% | -$262K | 0.02% | 390 |
|
|
2021
Q3 | $1.23M | Hold |
5,199
| – | – | 0.02% | 332 |
|
|
2021
Q2 | $1.23M | Hold |
5,199
| – | – | 0.02% | 333 |
|
|
2021
Q1 | $1.12M | Hold |
5,199
| – | – | 0.02% | 333 |
|
|
2020
Q4 | $1.1M | Buy |
5,199
+152
| +3% | +$29.9K | 0.02% | 318 |
|
|
2020
Q3 | $909K | Buy |
5,047
+146
| +3% | +$25.7K | 0.02% | 342 |
|
|
2020
Q2 | $809K | Buy |
4,901
+468
| +11% | +$70.8K | 0.02% | 357 |
|
|
2020
Q1 | $562K | Buy |
4,433
+1,783
| +67% | +$271K | 0.01% | 425 |
|
|
2019
Q4 | $421K | Hold |
2,650
| – | – | 0.01% | 570 |
|
|
2019
Q3 | $392K | Hold |
2,650
| – | – | 0.01% | 579 |
|
|
2019
Q2 | $396K | Hold |
2,650
| – | – | 0.01% | 566 |
|
|
2019
Q1 | $378K | Hold |
2,650
| – | – | 0.01% | 572 |
|
|
2018
Q4 | $317K | Hold |
2,650
| – | – | 0.01% | 583 |
|
|
2018
Q3 | $378K | Hold |
2,650
| – | – | 0.01% | 575 |
|
|
2018
Q2 | $356K | Hold |
2,650
| – | – | 0.01% | 588 |
|
|
2018
Q1 | $343K | Hold |
2,650
| – | – | 0.01% | 595 |
|
|
2017
Q4 | $338K | Hold |
2,650
| – | – | 0.01% | 601 |
|
|
2017
Q3 | $323K | Hold |
2,650
| – | – | 0.01% | 584 |
|
|
2017
Q2 | $312K | Hold |
2,650
| – | – | 0.01% | 614 |
|
|
2017
Q1 | $299K | Hold |
2,650
| – | – | 0.01% | 608 |
|
|
2016
Q4 | $280K | Hold |
2,650
| – | – | 0.01% | 614 |
|
|
2016
Q3 | $282K | Hold |
2,650
| – | – | 0.01% | 600 |
|
|
2016
Q2 | $270K | Hold |
2,650
| – | – | 0.01% | 593 |
|
|
2016
Q1 | $266K | Hold |
2,650
| – | – | 0.01% | 597 |
|
|
2015
Q4 | $264K | Hold |
2,650
| – | – | 0.01% | 624 |
|
|
2015
Q3 | $258K | Hold |
2,650
| – | – | 0.01% | 608 |
|
|
2015
Q2 | $282K | Hold |
2,650
| – | – | 0.01% | 615 |
|
|
2015
Q1 | $286K | Hold |
2,650
| – | – | 0.01% | 757 |
|
|
2014
Q4 | $269K | Hold |
2,650
| – | – | 0.01% | 787 |
|
|
2014
Q3 | $255K | Hold |
2,650
| – | – | 0.01% | 824 |
|
|
2014
Q2 | $255K | Hold |
2,650
| – | – | 0.01% | 809 |
|
|
2014
Q1 | $245K | Hold |
2,650
| – | – | 0.01% | 795 |
|
|
2013
Q4 | $239K | Hold |
2,650
| – | – | 0.01% | 788 |
|
|
2013
Q3 | $226K | Buy |
+2,650
| New | +$219K | 0.01% | 823 |
|
Other funds holding VOT
TI
Veritable's VOT Position: Q3 2023 in Review
Veritable sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2023, closing a stake of 5,333 shares — an estimated $1.1M sold.
Veritable first reported a position in VOT in Q3 2013 and held it in 40 quarters. The position peaked at $1.23M in Q3 2021. 756 funds tracked by Wall St. Rank hold VOT as of Q3 2023.
- Veritable reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
- Veritable sold 5,333 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2023, an estimated $1.1M.
- Veritable first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2013 and held it in 40 quarters.
- Veritable's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.23M in Q3 2021.
- 756 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.