Number of Shares
68,548.00
Current Holdings Value*
$17.73 Mil
% of Portfolio
3.22%
Total Estimate Gain
$2.52 Mil
% of Total Estimate Gain
10.58%

Buck Wealth Strategies, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Buck Wealth Strategies, LLC held 68,548.00 shares of Vanguard Mid-Cap ETF(VO), totaling $17.73 Mil. This investment constitutes 3.22% of their stock portfolio, and Buck Wealth Strategies, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q3. And since then Buck Wealth Strategies, LLC has made 5 purchases of VO, at an average price of $244.52, for a total of 97,563.00 shares. In addition, there have been 4 sales at an average price of $236.48 for 29,015.00 shares. Based on historical transaction data and VO's current price of $284.74, Buck Wealth Strategies, LLC's estimated gain on his VO holdings is $2.52 Mil, reflecting a 10.58% gain to date.

Buck Wealth Strategies, LLC VO ($284.74) Holding Chart

Buck Wealth Strategies, 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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