STEPH & CO VOT Holdings History
Number of Shares
12,652.00
Current Holdings Value*
$3.60 Mil
% of Portfolio
1.17%
Total Estimate Gain
$837,277.17
% of Total Estimate Gain
24.85%
STEPH & CO's Vanguard Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, STEPH & CO held 12,652.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $3.60 Mil. This investment constitutes 1.17% of their stock portfolio, and STEPH & CO now holds 0.02% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2019Q4. And since then STEPH & CO has made 6 purchases of VOT, at an average price of $215.28, for a total of 15,650.00 shares. In addition, there have been 15 sales at an average price of $183.63 for 2,998.00 shares. Based on historical transaction data and VOT's current price of $288.96, STEPH & CO's estimated gain on his VOT holdings is $837,277.17, reflecting a 24.85% gain to date.
STEPH & CO VOT ($288.96) Holding Chart
STEPH & CO 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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