Number of Shares
772.00
Current Holdings Value*
$216,030.00
% of Portfolio
0.2%
Total Estimate Gain
$23,421.80
% of Total Estimate Gain
2.93%

C2C Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, C2C Wealth Management, LLC held 772.00 shares of Vanguard Mid-Cap ETF(VO), totaling $216,030.00. This investment constitutes 0.2% of their stock portfolio, and C2C Wealth Management, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q1. And since then C2C Wealth Management, LLC has made 4 purchases of VO, at an average price of $237.69, for a total of 3,368.00 shares. In addition, there have been 3 sales at an average price of $232.73 for 2,596.00 shares. Based on historical transaction data and VO's current price of $284.74, C2C Wealth Management, LLC's estimated gain on his VO holdings is $23,421.80, reflecting a 2.93% gain to date.

C2C Wealth Management, LLC VO ($284.74) Holding Chart

C2C Wealth Management, 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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