Aristotle Portfolio Optimization Moderate Conservative Fund VOE Holdings History
Aristotle Portfolio Optimization Moderate Conservative Fund's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Moderate Conservative 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 Moderate Conservative Fund now holds 0% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2023Q2. In addition, there have been 7 sales at an average price of $161.00 for 34,218.00 shares. Based on historical transaction data and VOE's current price of $162.92, Aristotle Portfolio Optimization Moderate Conservative Fund's estimated gain on his VOE holdings is $970,421.60, reflecting a 21.38% gain to date.
Aristotle Portfolio Optimization Moderate Conservative Fund VOE ($162.92) Holding Chart
Aristotle Portfolio Optimization Moderate Conservative Fund VOE ($162.92) 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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