Boyd Wealth Management, LLC VO Holdings History
Boyd Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, Boyd Wealth Management, LLC held 12,384.00 shares of Vanguard Mid-Cap ETF(VO), totaling $3.47 Mil. This investment constitutes 1.5% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then Boyd Wealth Management, LLC has made 6 purchases of VO, at an average price of $252.08, for a total of 14,538.00 shares. In addition, there have been 5 sales at an average price of $205.37 for 2,154.00 shares. Based on historical transaction data and VO's current price of $284.87, Boyd Wealth Management, LLC's estimated gain on his VO holdings is $305,491.87, reflecting a 8.34% gain to date.
Boyd Wealth Management, LLC VO ($284.87) Holding Chart
Boyd Wealth Management, LLC VO ($284.87) 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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