Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$3.98 Mil
% of Total Estimate Gain
16.61%

Aristotle Portfolio Optimization Aggressive Growth Fund's Vanguard Mid-Cap Value ETF Holding Summary

As of 2025-03-31, Aristotle Portfolio Optimization Aggressive Growth Fund held - shares of Vanguard Mid-Cap Value ETF(VOE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Aristotle Portfolio Optimization Aggressive Growth Fund now holds 0% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2023Q2. And since then Aristotle Portfolio Optimization Aggressive Growth Fund has made 2 purchases of VOE, at an average price of $136.95, for a total of 174,800.00 shares. In addition, there have been 5 sales at an average price of $159.70 for 174,800.00 shares. Based on historical transaction data and VOE's current price of $167.42, Aristotle Portfolio Optimization Aggressive Growth Fund's estimated gain on his VOE holdings is $3.98 Mil, reflecting a 16.61% gain to date.

Aristotle Portfolio Optimization Aggressive Growth Fund VOE ($167.42) Holding Chart

Aristotle Portfolio Optimization Aggressive Growth Fund VOE ($167.42) 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 %

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