Accredited Wealth Management, LLC VO Holdings History
Accredited Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Accredited Wealth Management, LLC held 9,914.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.56 Mil. This investment constitutes 2.17% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2024Q4. And since then Accredited Wealth Management, LLC has made 1 purchases of VO, at an average price of $271.27, for a total of 9,914.00 shares. Based on historical transaction data and VO's current price of $284.74, Accredited Wealth Management, LLC's estimated gain on his VO holdings is $133,550.50, reflecting a 4.97% gain to date.
Accredited Wealth Management, LLC VO ($284.74) Holding Chart
Accredited Wealth Management, LLC VO ($284.74) 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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