Hapanowicz & Associates Financial Services, Inc VOT Holdings History
Hapanowicz & Associates Financial Services, Inc's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc held 27,983.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $6.85 Mil. This investment constitutes 3.81% of their stock portfolio, and Hapanowicz & Associates Financial Services, Inc now holds 0.04% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2021Q2. And since then Hapanowicz & Associates Financial Services, Inc has made 15 purchases of VOT, at an average price of $218.23, for a total of 43,060.00 shares. In addition, there have been 1 sales at an average price of $232.88 for 15,077.00 shares. Based on historical transaction data and VOT's current price of $287.34, Hapanowicz & Associates Financial Services, Inc's estimated gain on his VOT holdings is $2.15 Mil, reflecting a 22.93% gain to date.
Hapanowicz & Associates Financial Services, Inc VOT ($287.34) Holding Chart
Hapanowicz & Associates Financial Services, Inc VOT ($287.34) 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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