Addison Advisors LLC VOT Holdings History

Number of Shares
36,835.00
Current Holdings Value*
$9.01 Mil
% of Portfolio
2.46%
Total Estimate Gain
$2.30 Mil
% of Total Estimate Gain
26.59%

Addison Advisors LLC's Vanguard Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, Addison Advisors LLC held 36,835.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $9.01 Mil. This investment constitutes 2.46% of their stock portfolio, and Addison Advisors LLC now holds 0.06% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.

The initial trade took place in 2020Q4. And since then Addison Advisors LLC has made 9 purchases of VOT, at an average price of $224.73, for a total of 38,563.00 shares. In addition, there have been 6 sales at an average price of $189.21 for 1,728.00 shares. Based on historical transaction data and VOT's current price of $288.96, Addison Advisors LLC's estimated gain on his VOT holdings is $2.30 Mil, reflecting a 26.59% gain to date.

Addison Advisors LLC VOT ($288.96) Holding Chart

Addison Advisors LLC VOT ($288.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1