Aristotle Portfolio Optimization Conservative Fund VOT Holdings History
Aristotle Portfolio Optimization Conservative Fund's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Conservative Fund held - shares of Vanguard Mid-Cap Growth ETF(VOT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Aristotle Portfolio Optimization Conservative Fund now holds 0% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2023Q2. And since then Aristotle Portfolio Optimization Conservative Fund has made 2 purchases of VOT, at an average price of $213.13, for a total of 16,157.00 shares. In addition, there have been 5 sales at an average price of $244.06 for 16,157.00 shares. Based on historical transaction data and VOT's current price of $286.62, Aristotle Portfolio Optimization Conservative Fund's estimated gain on his VOT holdings is $499,737.85, reflecting a 14.51% gain to date.
Aristotle Portfolio Optimization Conservative Fund VOT ($286.62) Holding Chart
Aristotle Portfolio Optimization Conservative Fund VOT ($286.62) 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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