WWM
VOT icon

Willingdon Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Willingdon Wealth 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
2019
Q2 		– Sell
-49
Closed -$7K – 363
2019
Q1 		$7K Buy
+49
New +$6.59K ﹤0.01% 261

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Willingdon Wealth Management's VOT Position: Q2 2019 in Review

Willingdon Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q2 2019, closing a stake of 49 shares — an estimated $7K sold.

Willingdon Wealth Management first reported a position in VOT in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 418 funds tracked by Wall St. Rank hold VOT as of Q2 2019.

  • Willingdon Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 49 Vanguard Mid-Cap Growth ETF shares in Q2 2019, an estimated $7K.
  • Willingdon Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $7K in Q1 2019.
  • 418 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2019.

Based on Willingdon Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.