Bennett Associates Wealth Management VO Holdings History
Bennett Associates Wealth Management's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Bennett Associates Wealth Management held 37,522.00 shares of Vanguard Mid-Cap ETF(VO), totaling $9.70 Mil. This investment constitutes 8% of their stock portfolio, and Bennett Associates Wealth Management now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2023Q4. And since then Bennett Associates Wealth Management has made 2 purchases of VO, at an average price of $229.34, for a total of 56,691.00 shares. In addition, there have been 3 sales at an average price of $239.18 for 19,169.00 shares. Based on historical transaction data and VO's current price of $284.74, Bennett Associates Wealth Management's estimated gain on his VO holdings is $2.27 Mil, reflecting a 17.44% gain to date.
Bennett Associates Wealth Management VO ($284.74) Holding Chart
Bennett Associates Wealth Management 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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