PRESILIUM PRIVATE WEALTH, LLC VOT Holdings History
PRESILIUM PRIVATE WEALTH, LLC's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, PRESILIUM PRIVATE WEALTH, LLC held 86,143.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $21.07 Mil. This investment constitutes 4.72% of their stock portfolio, and PRESILIUM PRIVATE WEALTH, LLC now holds 0.12% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2022Q4. And since then PRESILIUM PRIVATE WEALTH, LLC has made 6 purchases of VOT, at an average price of $199.32, for a total of 93,229.00 shares. In addition, there have been 3 sales at an average price of $210.07 for 7,086.00 shares. Based on historical transaction data and VOT's current price of $288.96, PRESILIUM PRIVATE WEALTH, LLC's estimated gain on his VOT holdings is $7.80 Mil, reflecting a 41.96% gain to date.
PRESILIUM PRIVATE WEALTH, LLC VOT ($288.96) Holding Chart
PRESILIUM PRIVATE WEALTH, LLC VOT ($288.96) 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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