GENESIS PRIVATE WEALTH, LLC VOT Holdings History
GENESIS PRIVATE WEALTH, LLC's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held 21,156.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $6.02 Mil. This investment constitutes 2.83% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0.04% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2024Q4. And since then GENESIS PRIVATE WEALTH, LLC has made 2 purchases of VOT, at an average price of $257.76, for a total of 21,156.00 shares. Based on historical transaction data and VOT's current price of $286.62, GENESIS PRIVATE WEALTH, LLC's estimated gain on his VOT holdings is $610,481.24, reflecting a 11.19% gain to date.
GENESIS PRIVATE WEALTH, LLC VOT ($286.62) Holding Chart
GENESIS PRIVATE WEALTH, LLC VOT ($286.62) 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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