Number of Shares
38,219.00
Current Holdings Value*
$9.74 Mil
% of Portfolio
4.5%
Total Estimate Gain
$5.89 Mil
% of Total Estimate Gain
60.97%

Asset Planning Services, Ltd.'s Vanguard Mid-Cap ETF Holding Summary

As of 2021-12-31, Asset Planning Services, Ltd. held 38,219.00 shares of Vanguard Mid-Cap ETF(VO), totaling $9.74 Mil. This investment constitutes 4.5% of their stock portfolio, and Asset Planning Services, Ltd. now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q2. And since then Asset Planning Services, Ltd. has made 8 purchases of VO, at an average price of $157.23, for a total of 61,455.00 shares. In addition, there have been 7 sales at an average price of $201.01 for 23,236.00 shares. Based on historical transaction data and VO's current price of $284.74, Asset Planning Services, Ltd.'s estimated gain on his VO holdings is $5.89 Mil, reflecting a 60.97% gain to date.

Asset Planning Services, Ltd. VO ($284.74) Holding Chart

Asset Planning Services, Ltd. VO ($284.74) 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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