Altium Wealth Management LLC VO Holdings History
Altium Wealth Management LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2022-06-30, Altium Wealth Management LLC held 193,233.00 shares of Vanguard Mid-Cap ETF(VO), totaling $38.06 Mil. This investment constitutes 2.75% of their stock portfolio, and Altium Wealth Management LLC now holds 0.08% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2018Q2. And since then Altium Wealth Management LLC has made 10 purchases of VO, at an average price of $170.93, for a total of 201,655.00 shares. In addition, there have been 7 sales at an average price of $179.07 for 8,422.00 shares. Based on historical transaction data and VO's current price of $283.32, Altium Wealth Management LLC's estimated gain on his VO holdings is $21.79 Mil, reflecting a 63.20% gain to date.
Altium Wealth Management LLC VO ($283.32) Holding Chart
Altium Wealth Management LLC VO ($283.32) 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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