Number of Shares
28,243.00
Current Holdings Value*
$7.30 Mil
% of Portfolio
2.6%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
11.29%

Beirne Wealth Consulting Services, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Beirne Wealth Consulting Services, LLC held 28,243.00 shares of Vanguard Mid-Cap ETF(VO), totaling $7.30 Mil. This investment constitutes 2.6% of their stock portfolio, and Beirne Wealth Consulting Services, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q4. And since then Beirne Wealth Consulting Services, LLC has made 10 purchases of VO, at an average price of $223.58, for a total of 48,579.00 shares. In addition, there have been 6 sales at an average price of $198.94 for 20,336.00 shares. Based on historical transaction data and VO's current price of $284.74, Beirne Wealth Consulting Services, LLC's estimated gain on his VO holdings is $1.23 Mil, reflecting a 11.29% gain to date.

Beirne Wealth Consulting Services, LLC VO ($284.74) Holding Chart

Beirne Wealth Consulting Services, 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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