Number of Shares
339,412.00
Current Holdings Value*
$87.78 Mil
% of Portfolio
2.82%
Total Estimate Gain
$30.20 Mil
% of Total Estimate Gain
28.15%

Bleakley Financial Group, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Bleakley Financial Group, LLC held 339,412.00 shares of Vanguard Mid-Cap ETF(VO), totaling $87.78 Mil. This investment constitutes 2.82% of their stock portfolio, and Bleakley Financial Group, LLC now holds 0.12% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q4. And since then Bleakley Financial Group, LLC has made 7 purchases of VO, at an average price of $208.38, for a total of 514,790.00 shares. In addition, there have been 2 sales at an average price of $232.80 for 175,378.00 shares. Based on historical transaction data and VO's current price of $284.74, Bleakley Financial Group, LLC's estimated gain on his VO holdings is $30.20 Mil, reflecting a 28.15% gain to date.

Bleakley Financial Group, LLC VO ($284.74) Holding Chart

Bleakley Financial Group, 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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