Number of Shares
86,143.00
Current Holdings Value*
$21.07 Mil
% of Portfolio
4.72%
Total Estimate Gain
$7.80 Mil
% of Total Estimate Gain
41.96%

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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