CARL STUART INVESTMENT ADVISOR, INC VOT Holdings History
CARL STUART INVESTMENT ADVISOR, INC's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, CARL STUART INVESTMENT ADVISOR, INC held 8,822.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $2.16 Mil. This investment constitutes 1.22% of their stock portfolio, and CARL STUART INVESTMENT ADVISOR, INC now holds 0.01% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2021Q4. In addition, there have been 13 sales at an average price of $211.64 for 12,987.00 shares. Based on historical transaction data and VOT's current price of $284.54, CARL STUART INVESTMENT ADVISOR, INC's estimated gain on his VOT holdings is $-236,223.92, reflecting a -4.30% gain to date.
CARL STUART INVESTMENT ADVISOR, INC VOT ($284.54) Holding Chart
CARL STUART INVESTMENT ADVISOR, INC VOT ($284.54) 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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