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

WESPAC 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
2018 Q2	–	Sell	-1,972	Closed	-$256K	–	147
2018 Q1	$256K	Hold	1,972	–	–	0.16%	121
2017 Q4	$252K	Hold	1,972	–	–	0.23%	104
2017 Q3	$240K	Hold	1,972	–	–	0.16%	123
2017 Q2	$232K	Buy	+1,972	New	+$229K	0.16%	118

Other funds holding VOT

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WESPAC Advisors's VOT Position: Q2 2018 in Review

WESPAC Advisors sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2018, closing a stake of 1,972 shares — an estimated $256K sold.

WESPAC Advisors first reported a position in VOT in Q2 2017 and held it in 4 quarters. The position peaked at $256K in Q1 2018. 359 funds tracked by Wall St. Rank hold VOT as of Q2 2018.

WESPAC Advisors reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2018 after selling out during the quarter.
WESPAC Advisors sold 1,972 Vanguard Mid-Cap Growth ETF shares in Q2 2018, an estimated $256K.
WESPAC Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2017 and held it in 4 quarters.
WESPAC Advisors's Vanguard Mid-Cap Growth ETF position peaked at $256K in Q1 2018.
359 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2018.

Based on WESPAC Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.