Number of Shares
25,334.00
Current Holdings Value*
$4.83 Mil
% of Portfolio
2.6%
Total Estimate Gain
$3.20 Mil
% of Total Estimate Gain
72.56%

Fullen Financial Group's Vanguard Mid-Cap Growth ETF Holding Summary

As of 2023-03-31, Fullen Financial Group held 25,334.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $4.83 Mil. This investment constitutes 2.6% of their stock portfolio, and Fullen Financial Group now holds 0.05% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.

The initial trade took place in 2020Q2. And since then Fullen Financial Group has made 8 purchases of VOT, at an average price of $163.86, for a total of 26,897.00 shares. In addition, there have been 3 sales at an average price of $218.84 for 1,563.00 shares. Based on historical transaction data and VOT's current price of $286.69, Fullen Financial Group's estimated gain on his VOT holdings is $3.20 Mil, reflecting a 72.56% gain to date.

Fullen Financial Group VOT ($286.69) Holding Chart

Fullen Financial Group 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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