Brio Consultants, LLC VO Holdings History

Number of Shares
8,470.00
Current Holdings Value*
$2.19 Mil
% of Portfolio
0.34%
Total Estimate Gain
$3.55 Mil
% of Total Estimate Gain
23.76%

Brio Consultants, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Brio Consultants, LLC held 8,470.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.19 Mil. This investment constitutes 0.34% of their stock portfolio, and Brio Consultants, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q4. And since then Brio Consultants, LLC has made 11 purchases of VO, at an average price of $179.57, for a total of 83,141.00 shares. In addition, there have been 14 sales at an average price of $215.01 for 74,671.00 shares. Based on historical transaction data and VO's current price of $285.92, Brio Consultants, LLC's estimated gain on his VO holdings is $3.55 Mil, reflecting a 23.76% gain to date.

Brio Consultants, LLC VO ($285.92) Holding Chart

Brio Consultants, LLC VO ($285.92) 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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