AXXCESS WEALTH MANAGEMENT, LLC VO Holdings History
AXXCESS WEALTH MANAGEMENT, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 250,004.00 shares of Vanguard Mid-Cap ETF(VO), totaling $64.66 Mil. This investment constitutes 1.72% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0.09% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 10 purchases of VO, at an average price of $221.24, for a total of 256,769.00 shares. In addition, there have been 4 sales at an average price of $239.56 for 6,765.00 shares. Based on historical transaction data and VO's current price of $283.63, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his VO holdings is $15.72 Mil, reflecting a 27.68% gain to date.
AXXCESS WEALTH MANAGEMENT, LLC VO ($283.63) Holding Chart
AXXCESS WEALTH MANAGEMENT, LLC VO ($283.63) 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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