Number of Shares
10,795.00
Current Holdings Value*
$2.79 Mil
% of Portfolio
2.25%
Total Estimate Gain
$38,897.88
% of Total Estimate Gain
0.34%

Antonelli Financial Advisors, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Antonelli Financial Advisors, LLC held 10,795.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.79 Mil. This investment constitutes 2.25% of their stock portfolio, and Antonelli Financial Advisors, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $268.43 for 30,917.00 shares. Based on historical transaction data and VO's current price of $284.63, Antonelli Financial Advisors, LLC's estimated gain on his VO holdings is $38,897.88, reflecting a 0.34% gain to date.

Antonelli Financial Advisors, LLC VO ($284.63) Holding Chart

Antonelli Financial Advisors, LLC VO ($284.63) 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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