Number of Shares
30,005.00
Current Holdings Value*
$6.17 Mil
% of Portfolio
3.2%
Total Estimate Gain
$2.82 Mil
% of Total Estimate Gain
48.56%

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 $287.53, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his VOT holdings is $2.82 Mil, reflecting a 48.56% gain to date.

VALLEY FINANCIAL MANAGEMENT, INC. VOT ($287.53) Holding Chart

VALLEY FINANCIAL MANAGEMENT, INC. VOT ($287.53) 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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