BEAM WEALTH ADVISORS, INC. VO Holdings History
BEAM WEALTH ADVISORS, INC.'s Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, BEAM WEALTH ADVISORS, INC. held 27,433.00 shares of Vanguard Mid-Cap ETF(VO), totaling $7.09 Mil. This investment constitutes 2.39% of their stock portfolio, and BEAM WEALTH ADVISORS, INC. now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then BEAM WEALTH ADVISORS, INC. has made 6 purchases of VO, at an average price of $245.61, for a total of 28,328.00 shares. In addition, there have been 1 sales at an average price of $215.87 for 895.00 shares. Based on historical transaction data and VO's current price of $283.33, BEAM WEALTH ADVISORS, INC.'s estimated gain on his VO holdings is $1.01 Mil, reflecting a 14.49% gain to date.
BEAM WEALTH ADVISORS, INC. VO ($283.33) Holding Chart
BEAM WEALTH ADVISORS, INC. VO ($283.33) 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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