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WealthTrust Fairport’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

WealthTrust Fairport’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
-124
Closed -$18K – 524
2018
Q3 		$18K Buy
+124
New +$17.4K ﹤0.01% 337
2015
Q1 		– Sell
-270
Closed -$27K – 376
2014
Q4 		$27K Hold
270
– – ﹤0.01% 237
2014
Q3 		$26K Hold
270
– – ﹤0.01% 194
2014
Q2 		$26K Buy
+270
New +$25K ﹤0.01% 188

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

WealthTrust Fairport's VOT Position: Q4 2018 in Review

WealthTrust Fairport sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2018, closing a stake of 124 shares — an estimated $18K sold.

WealthTrust Fairport first reported a position in VOT in Q2 2014 and held it in 4 quarters. The position peaked at $27K in Q4 2014. 387 funds tracked by Wall St. Rank hold VOT as of Q4 2018.

  • WealthTrust Fairport reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 124 Vanguard Mid-Cap Growth ETF shares in Q4 2018, an estimated $18K.
  • WealthTrust Fairport first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2014 and held it in 4 quarters.
  • WealthTrust Fairport's Vanguard Mid-Cap Growth ETF position peaked at $27K in Q4 2014.
  • 387 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2018.

Based on WealthTrust Fairport's 13F filing for Q4 2018, filed 25 Feb 2019.