Axiom Financial Strategies, LLC VO Holdings History
Axiom Financial Strategies, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Axiom Financial Strategies, LLC held 104,823.00 shares of Vanguard Mid-Cap ETF(VO), totaling $27.11 Mil. This investment constitutes 16.07% of their stock portfolio, and Axiom Financial Strategies, LLC now holds 0.04% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2020Q1. And since then Axiom Financial Strategies, LLC has made 9 purchases of VO, at an average price of $184.95, for a total of 187,330.00 shares. In addition, there have been 10 sales at an average price of $221.76 for 82,507.00 shares. Based on historical transaction data and VO's current price of $284.74, Axiom Financial Strategies, LLC's estimated gain on his VO holdings is $13.50 Mil, reflecting a 38.96% gain to date.
Axiom Financial Strategies, LLC VO ($284.74) Holding Chart
Axiom Financial Strategies, LLC 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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