WealthPLAN Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-210	Closed	-$43.2K	–	1154
2023 Q2	$43.2K	Hold	210	–	–	0.01%	534
2023 Q1	$40.9K	Buy	+210	New	+$40.2K	﹤0.01%	594
2016 Q3	$22.6K	Buy	+214	New	+$22.6K	0.01%	461

Other funds holding VOT

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WealthPLAN Partners's VOT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2023, closing a stake of 210 shares — an estimated $43.2K sold.

WealthPLAN Partners first reported a position in VOT in Q3 2016 and held it in 3 quarters. The position peaked at $43.2K in Q2 2023. 756 funds tracked by Wall St. Rank hold VOT as of Q3 2023.

WealthPLAN Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 210 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2023, an estimated $43.2K.
WealthPLAN Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2016 and held it in 3 quarters.
WealthPLAN Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $43.2K in Q2 2023.
756 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.