Advisory Services & Investments, LLC VO Holdings History
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 $287.44, Advisory Services & Investments, LLC's estimated gain on his VO holdings is $4.45 Mil, reflecting a 33.28% gain to date.
Advisory Services & Investments, LLC VO ($287.44) Holding Chart
Advisory Services & Investments, LLC VO ($287.44) 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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