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Westside Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Westside Investment 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
2024
Q4 		– Sell
-19
Closed -$4.33K – 1020
2024
Q3 		$4.33K Hold
19
– – ﹤0.01% 800
2024
Q2 		$4.36K Hold
19
– – ﹤0.01% 781
2024
Q1 		$4.46K Buy
+19
New +$4.26K ﹤0.01% 741

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Westside Investment Management's VOT Position: Q4 2024 in Review

Westside Investment Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q4 2024, closing a stake of 19 shares — an estimated $4.33K sold.

Westside Investment Management first reported a position in VOT in Q1 2024 and held it in 3 quarters. The position peaked at $4.46K in Q1 2024. 980 funds tracked by Wall St. Rank hold VOT as of Q4 2024.

  • Westside Investment Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Westside Investment Management sold 19 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $4.33K.
  • Westside Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and held it in 3 quarters.
  • Westside Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.46K in Q1 2024.
  • 980 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.