Number of Shares
388,427.00
Current Holdings Value*
$68.46 Mil
% of Portfolio
2.42%
Total Estimate Gain
$49.32 Mil
% of Total Estimate Gain
78.94%

BRONFMAN E.L. ROTHSCHILD, L.P.'s Vanguard Mid-Cap ETF Holding Summary

As of 2020-09-30, BRONFMAN E.L. ROTHSCHILD, L.P. held 388,427.00 shares of Vanguard Mid-Cap ETF(VO), totaling $68.46 Mil. This investment constitutes 2.42% of their stock portfolio, and BRONFMAN E.L. ROTHSCHILD, L.P. now holds 0.17% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q2. And since then BRONFMAN E.L. ROTHSCHILD, L.P. has made 9 purchases of VO, at an average price of $160.47, for a total of 389,377.00 shares. In addition, there have been 1 sales at an average price of $167.15 for 950.00 shares. Based on historical transaction data and VO's current price of $287.44, BRONFMAN E.L. ROTHSCHILD, L.P.'s estimated gain on his VO holdings is $49.32 Mil, reflecting a 78.94% gain to date.

BRONFMAN E.L. ROTHSCHILD, L.P. VO ($287.44) Holding Chart

BRONFMAN E.L. ROTHSCHILD, L.P. VO ($287.44) 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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