Annapolis Financial Services, LLC VO Holdings History
Annapolis Financial Services, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2024-09-30, Annapolis Financial Services, LLC held 63,607.00 shares of Vanguard Mid-Cap ETF(VO), totaling $16.78 Mil. This investment constitutes 4.97% of their stock portfolio, and Annapolis Financial Services, LLC now holds 0.03% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2020Q4. And since then Annapolis Financial Services, LLC has made 12 purchases of VO, at an average price of $208.89, for a total of 74,021.00 shares. In addition, there have been 3 sales at an average price of $236.03 for 10,414.00 shares. Based on historical transaction data and VO's current price of $282.23, Annapolis Financial Services, LLC's estimated gain on his VO holdings is $4.95 Mil, reflecting a 32.00% gain to date.
Annapolis Financial Services, LLC VO ($282.23) Holding Chart
Annapolis Financial Services, LLC VO ($282.23) 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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