Lionshead Wealth Management, LLC VOT Holdings History
Number of Shares
12,798.00
Current Holdings Value*
$3.13 Mil
% of Portfolio
3.25%
Total Estimate Gain
$386,063.52
% of Total Estimate Gain
8.33%
Lionshead Wealth Management, LLC's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Lionshead Wealth Management, LLC held 12,798.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $3.13 Mil. This investment constitutes 3.25% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $260.02 for 5,189.00 shares. Based on historical transaction data and VOT's current price of $286.86, Lionshead Wealth Management, LLC's estimated gain on his VOT holdings is $386,063.52, reflecting a 8.33% gain to date.
Lionshead Wealth Management, LLC VOT ($286.86) Holding Chart
Lionshead Wealth Management, LLC VOT ($286.86) 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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