Axiom Advisory, LLC VOT Holdings History

Number of Shares
3.10 Mil
Current Holdings Value*
$722.19 Mil
% of Portfolio
6.75%
Total Estimate Gain
$162.68 Mil
% of Total Estimate Gain
22.77%

Axiom Advisory, LLC's Vanguard Mid-Cap Growth ETF Holding Summary

As of 2024-09-30, Axiom Advisory, LLC held 3.10 Mil shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $722.19 Mil. This investment constitutes 6.75% of their stock portfolio, and Axiom Advisory, LLC now holds 5.58% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.

The initial trade took place in 2021Q4. And since then Axiom Advisory, LLC has made 11 purchases of VOT, at an average price of $229.78, for a total of 3.11 Mil shares. In addition, there have been 1 sales at an average price of $193.75 for 8,500.00 shares. Based on historical transaction data and VOT's current price of $282.34, Axiom Advisory, LLC's estimated gain on his VOT holdings is $162.68 Mil, reflecting a 22.77% gain to date.

Axiom Advisory, LLC VOT ($282.34) Holding Chart

Axiom Advisory, LLC VOT ($282.34) 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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