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Virtue Capital Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Virtue Capital 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
2018
Q4 		– Sell
-1,532
Closed -$218K – 230
2018
Q3 		$218K Buy
+1,532
New +$215K 0.05% 237
2018
Q2 		– Sell
-1,581
Closed -$206K – 477
2018
Q1 		$206K Buy
1,581
+67
+4% +$8.8K 0.11% 186
2017
Q4 		$193K Buy
+1,514
New +$190K 0.11% 171

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Virtue Capital Management's VOT Position: Q4 2018 in Review

Virtue Capital Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2018, closing a stake of 1,532 shares — an estimated $218K sold.

Virtue Capital Management first reported a position in VOT in Q4 2017 and held it in 3 quarters. The position peaked at $218K in Q3 2018. 387 funds tracked by Wall St. Rank hold VOT as of Q4 2018.

  • Virtue Capital Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Virtue Capital Management sold 1,532 Vanguard Mid-Cap Growth ETF shares in Q4 2018, an estimated $218K.
  • Virtue Capital Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and held it in 3 quarters.
  • Virtue Capital Management's Vanguard Mid-Cap Growth ETF position peaked at $218K in Q3 2018.
  • 387 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2018.

Based on Virtue Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.