Number of Shares
193,233.00
Current Holdings Value*
$38.06 Mil
% of Portfolio
2.75%
Total Estimate Gain
$21.79 Mil
% of Total Estimate Gain
63.20%

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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