BKM Wealth Management, LLC VO Holdings History
BKM Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, BKM Wealth Management, LLC held 17,323.00 shares of Vanguard Mid-Cap ETF(VO), totaling $4.48 Mil. This investment constitutes 1.84% of their stock portfolio, and BKM Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2023Q4. And since then BKM Wealth Management, LLC has made 1 purchases of VO, at an average price of $213.97, for a total of 18,673.00 shares. In addition, there have been 4 sales at an average price of $265.44 for 1,350.00 shares. Based on historical transaction data and VO's current price of $287.14, BKM Wealth Management, LLC's estimated gain on his VO holdings is $1.34 Mil, reflecting a 33.46% gain to date.
BKM Wealth Management, LLC VO ($287.14) Holding Chart
BKM Wealth Management, LLC VO ($287.14) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
