Number of Shares
37,058.00
Current Holdings Value*
$10.54 Mil
% of Portfolio
1.35%
Total Estimate Gain
$1.49 Mil
% of Total Estimate Gain
15.01%

RTD Financial Advisors, Inc.'s Vanguard Mid-Cap Growth ETF Holding Summary

As of 2025-06-30, RTD Financial Advisors, Inc. held 37,058.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $10.54 Mil. This investment constitutes 1.35% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.06% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.

The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 6 purchases of VOT, at an average price of $246.12, for a total of 40,344.00 shares. In addition, there have been 8 sales at an average price of $204.00 for 3,286.00 shares. Based on historical transaction data and VOT's current price of $290.06, RTD Financial Advisors, Inc.'s estimated gain on his VOT holdings is $1.49 Mil, reflecting a 15.01% gain to date.

RTD Financial Advisors, Inc. VOT ($290.06) Holding Chart

RTD Financial Advisors, Inc. VOT ($290.06) 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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