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WGCA
Wolf Group Capital Advisors’s
Vanguard Mid-Cap Growth ETF
VOT
Stock Holding History
Wolf Group Capital 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
2022
Q1
–
Sell
-900
Closed
-$229K
–
147
2021
Q4
$229K
Buy
+900
New
+$227K
0.04%
135
2016
Q2
–
Sell
-6,050
Closed
-$607K
–
112
2016
Q1
$607K
Sell
6,050
-125
-2%
-$11.7K
0.46%
59
2015
Q4
$616K
Sell
6,175
-1,655
-21%
-$168K
0.46%
66
2015
Q3
$762K
Hold
7,830
–
–
0.61%
59
2015
Q2
$834K
Buy
7,830
+1,105
+16%
+$120K
0.56%
64
2015
Q1
$726K
Buy
6,725
+940
+16%
+$97.9K
0.5%
72
2014
Q4
$588K
Hold
5,785
–
–
0.43%
73
2014
Q3
$557K
Sell
5,785
-125
-2%
-$12.1K
0.42%
75
2014
Q2
$570K
Buy
5,910
+585
+11%
+$54.1K
0.41%
78
2014
Q1
$493K
Buy
5,325
+1,185
+29%
+$108K
0.38%
81
2013
Q4
$374K
Buy
+4,140
New
+$361K
0.3%
84
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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