Vickerman Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Vickerman Investment 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
2023 Q2	–	Sell	-1,781	Closed	-$347K	–	72
2023 Q1	$347K	Sell	1,781 -3,014	-63%	-$577K	0.14%	61
2022 Q4	$862K	Sell	4,795 -1,364	-22%	-$247K	0.39%	52
2022 Q3	$1.05M	Buy	6,159 +101	+2%	+$19.1K	0.51%	49
2022 Q2	$1.06M	Buy	6,058 +188	+3%	+$36.4K	0.5%	53
2022 Q1	$1.12M	Sell	5,870 -128	-2%	-$28.3K	0.5%	52
2021 Q4	$1.53M	Sell	5,998 -4,355	-42%	-$1.1M	0.62%	47
2021 Q3	$2.45M	Buy	+10,353	New	+$2.51M	0.98%	32

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Vickerman Investment Advisors's VOT Position: Q2 2023 in Review

Vickerman Investment Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2023, closing a stake of 1,781 shares — an estimated $347K sold.

Vickerman Investment Advisors first reported a position in VOT in Q3 2021 and held it in 7 quarters. The position peaked at $2.45M in Q3 2021. 745 funds tracked by Wall St. Rank hold VOT as of Q2 2023.

Vickerman Investment Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Vickerman Investment Advisors sold 1,781 Vanguard Mid-Cap Growth ETF shares in Q2 2023, an estimated $347K.
Vickerman Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2021 and held it in 7 quarters.
Vickerman Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $2.45M in Q3 2021.
745 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2023.

Based on Vickerman Investment Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.