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WESPAC Advisors SoCal’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-295
Closed -$42K – 306
2019
Q1 		$42K Buy
+295
New +$39.7K 0.02% 123
2018
Q4 		– Hold
0
– – – 139

Other funds holding VOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WESPAC Advisors SoCal's VOT Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2019, closing a stake of 295 shares — an estimated $42K sold.

WESPAC Advisors SoCal first reported a position in VOT in Q1 2019 and held it in 1 quarter. The position peaked at $42K in Q1 2019. 418 funds tracked by Wall St. Rank hold VOT as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 295 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2019, an estimated $42K.
  • WESPAC Advisors SoCal first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $42K in Q1 2019.
  • 418 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.