VALLEY FINANCIAL MANAGEMENT, INC. VOT Holdings History
VALLEY FINANCIAL MANAGEMENT, INC.'s Vanguard Mid-Cap Growth ETF Holding Summary
As of 2023-06-30, VALLEY FINANCIAL MANAGEMENT, INC. held 30,005.00 shares of Vanguard Mid-Cap Growth ETF(VOT), totaling $6.17 Mil. This investment constitutes 3.2% of their stock portfolio, and VALLEY FINANCIAL MANAGEMENT, INC. now holds 0.06% of the outstanding Vanguard Mid-Cap Growth ETF(VOT) stock.
The initial trade took place in 2023Q2. And since then VALLEY FINANCIAL MANAGEMENT, INC. has made 1 purchases of VOT, at an average price of $193.55, for a total of 30,005.00 shares. Based on historical transaction data and VOT's current price of $289.80, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his VOT holdings is $2.89 Mil, reflecting a 49.73% gain to date.
VALLEY FINANCIAL MANAGEMENT, INC. VOT ($289.80) Holding Chart
VALLEY FINANCIAL MANAGEMENT, INC. VOT ($289.80) 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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