Beacon Pointe Advisors, LLC VO Holdings History
Beacon Pointe Advisors, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Beacon Pointe Advisors, LLC held 603,446.00 shares of Vanguard Mid-Cap ETF(VO), totaling $156.06 Mil. This investment constitutes 1.75% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 0.22% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2019Q1. And since then Beacon Pointe Advisors, LLC has made 20 purchases of VO, at an average price of $215.52, for a total of 1.21 Mil shares. In addition, there have been 5 sales at an average price of $217.46 for 609,618.00 shares. Based on historical transaction data and VO's current price of $284.74, Beacon Pointe Advisors, LLC's estimated gain on his VO holdings is $42.95 Mil, reflecting a 16.43% gain to date.
Beacon Pointe Advisors, LLC VO ($284.74) Holding Chart
Beacon Pointe Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
