Connecticut Wealth Management, LLC VOT Holdings History
Connecticut Wealth Management, LLC's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Connecticut Wealth Management, LLC held 39,452.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $9.65 Mil. This investment constitutes 0.51% of their stock portfolio, and Connecticut Wealth Management, LLC now holds 0.07% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2019Q2. And since then Connecticut Wealth Management, LLC has made 5 purchases of VOT, at an average price of $239.70, for a total of 999,839.00 shares. In addition, there have been 19 sales at an average price of $249.07 for 960,387.00 shares. Based on historical transaction data and VOT's current price of $286.69, Connecticut Wealth Management, LLC's estimated gain on his VOT holdings is $10.85 Mil, reflecting a 4.53% gain to date.
Connecticut Wealth Management, LLC VOT ($286.69) Holding Chart
Connecticut Wealth Management, LLC VOT ($286.69) 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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