Number of Shares
60,532.00
Current Holdings Value*
$15.97 Mil
% of Portfolio
10.87%
Total Estimate Gain
$4.36 Mil
% of Total Estimate Gain
32.59%

Advisory Services & Investments, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2024-09-30, Advisory Services & Investments, LLC held 60,532.00 shares of Vanguard Mid-Cap ETF(VO), totaling $15.97 Mil. This investment constitutes 10.87% of their stock portfolio, and Advisory Services & Investments, LLC now holds 0.03% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q2. And since then Advisory Services & Investments, LLC has made 8 purchases of VO, at an average price of $214.34, for a total of 62,404.00 shares. In addition, there have been 2 sales at an average price of $228.55 for 1,872.00 shares. Based on historical transaction data and VO's current price of $285.92, Advisory Services & Investments, LLC's estimated gain on his VO holdings is $4.36 Mil, reflecting a 32.59% gain to date.

Advisory Services & Investments, LLC VO ($285.92) Holding Chart

Advisory Services & Investments, LLC VO ($285.92) 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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