Atlas Private Wealth Management, LLC VO Holdings History
Atlas Private Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 5,584.00 shares of Vanguard Mid-Cap ETF(VO), totaling $1.40 Mil. This investment constitutes 0.59% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2019Q4. And since then Atlas Private Wealth Management, LLC has made 13 purchases of VO, at an average price of $215.86, for a total of 25,546.00 shares. In addition, there have been 1 sales at an average price of $213.71 for 19,962.00 shares. Based on historical transaction data and VO's current price of $283.63, Atlas Private Wealth Management, LLC's estimated gain on his VO holdings is $335,395.85, reflecting a 6.08% gain to date.
Atlas Private Wealth Management, LLC VO ($283.63) Holding Chart
Atlas Private Wealth Management, LLC VO ($283.63) 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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