IVC Wealth Advisors LLC VOT Holdings History
IVC Wealth Advisors LLC's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, IVC Wealth Advisors LLC held 20,558.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $5.03 Mil. This investment constitutes 2.71% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.03% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2020Q4. And since then IVC Wealth Advisors LLC has made 15 purchases of VOT, at an average price of $217.10, for a total of 20,799.00 shares. In addition, there have been 2 sales at an average price of $199.86 for 241.00 shares. Based on historical transaction data and VOT's current price of $286.81, IVC Wealth Advisors LLC's estimated gain on his VOT holdings is $1.43 Mil, reflecting a 31.65% gain to date.
IVC Wealth Advisors LLC VOT ($286.81) Holding Chart
IVC Wealth Advisors LLC VOT ($286.81) 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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