Berman Capital Advisors, LLC VO Holdings History
Berman Capital Advisors, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2021-09-30, Berman Capital Advisors, LLC held 115,865.00 shares of Vanguard Mid-Cap ETF(VO), totaling $27.43 Mil. This investment constitutes 4.32% of their stock portfolio, and Berman Capital Advisors, LLC now holds 0.05% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2018Q2. And since then Berman Capital Advisors, LLC has made 7 purchases of VO, at an average price of $162.30, for a total of 160,857.00 shares. In addition, there have been 6 sales at an average price of $164.16 for 44,992.00 shares. Based on historical transaction data and VO's current price of $284.74, Berman Capital Advisors, LLC's estimated gain on his VO holdings is $14.27 Mil, reflecting a 54.66% gain to date.
Berman Capital Advisors, LLC VO ($284.74) Holding Chart
Berman Capital 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 % | |||
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