ERTS Wealth Advisors, LLC VOT Holdings History
ERTS Wealth Advisors, LLC's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 107,045.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $26.19 Mil. This investment constitutes 5.09% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.16% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2020Q1. And since then ERTS Wealth Advisors, LLC has made 17 purchases of VOT, at an average price of $176.68, for a total of 130,643.00 shares. In addition, there have been 4 sales at an average price of $232.38 for 23,598.00 shares. Based on historical transaction data and VOT's current price of $287.53, ERTS Wealth Advisors, LLC's estimated gain on his VOT holdings is $13.18 Mil, reflecting a 57.10% gain to date.
ERTS Wealth Advisors, LLC VOT ($287.53) Holding Chart
ERTS Wealth Advisors, LLC VOT ($287.53) 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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