Brophy Wealth Management, LLC VOT Holdings History
Number of Shares
28,066.00
Current Holdings Value*
$6.83 Mil
% of Portfolio
2.45%
Total Estimate Gain
$1.57 Mil
% of Total Estimate Gain
24.08%
Brophy Wealth Management, LLC's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2024-09-30, Brophy Wealth Management, LLC held 28,066.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $6.83 Mil. This investment constitutes 2.45% of their stock portfolio, and Brophy Wealth Management, LLC now holds 0.05% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2024Q3. Based on historical transaction data and VOT's current price of $288.96, Brophy Wealth Management, LLC's estimated gain on his VOT holdings is $1.57 Mil, reflecting a 24.08% gain to date.
Brophy Wealth Management, LLC VOT ($288.96) Holding Chart
Brophy Wealth Management, 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 % | |||
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