Addis & Hill, Inc VO Holdings History
Number of Shares
36,520.00
Current Holdings Value*
$10.22 Mil
% of Portfolio
6.67%
Total Estimate Gain
$2.28 Mil
% of Total Estimate Gain
27.59%
Addis & Hill, Inc's Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, Addis & Hill, Inc held 36,520.00 shares of Vanguard Mid-Cap ETF(VO), totaling $10.22 Mil. This investment constitutes 6.67% of their stock portfolio, and Addis & Hill, Inc now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2023Q4. And since then Addis & Hill, Inc has made 4 purchases of VO, at an average price of $223.11, for a total of 36,977.00 shares. In addition, there have been 2 sales at an average price of $261.08 for 457.00 shares. Based on historical transaction data and VO's current price of $284.98, Addis & Hill, Inc's estimated gain on his VO holdings is $2.28 Mil, reflecting a 27.59% gain to date.
Addis & Hill, Inc VO ($284.98) Holding Chart
Addis & Hill, Inc VO ($284.98) 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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