Vickerman & Driscoll Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Vickerman & Driscoll Financial Advisors’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
2020 Q1	–	Sell	-1,434	Closed	-$228K	–	74
2019 Q4	$228K	Sell	1,434 -2,158	-60%	-$329K	0.12%	67
2019 Q3	$532K	Sell	3,592 -152	-4%	-$22.8K	0.29%	57
2019 Q2	$559K	Sell	3,744 -663	-15%	-$96.7K	0.31%	56
2019 Q1	$629K	Sell	4,407 -651	-13%	-$87.6K	0.36%	54
2018 Q4	$605K	Buy	5,058 +150	+3%	+$19.3K	0.47%	48
2018 Q3	$699K	Sell	4,908 -121	-2%	-$16.9K	0.49%	49
2018 Q2	$676K	Sell	5,029 -1,085	-18%	-$144K	0.49%	48
2018 Q1	$792K	Sell	6,114 -1,522	-20%	-$200K	0.58%	52
2017 Q4	$975K	Buy	+7,636	New	+$958K	0.77%	52

Other funds holding VOT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's VOT Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2020, closing a stake of 1,434 shares — an estimated $228K sold.

Vickerman & Driscoll Financial Advisors first reported a position in VOT in Q4 2017 and held it in 9 quarters. The position peaked at $975K in Q4 2017. 458 funds tracked by Wall St. Rank hold VOT as of Q1 2020.

Vickerman & Driscoll Financial Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 1,434 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2020, an estimated $228K.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and held it in 9 quarters.
Vickerman & Driscoll Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $975K in Q4 2017.
458 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.