CALIBER WEALTH MANAGEMENT, LLC VO Holdings History
CALIBER WEALTH MANAGEMENT, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 26,873.00 shares of Vanguard Mid-Cap ETF(VO), totaling $6.71 Mil. This investment constitutes 3.57% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds -% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2020Q4. And since then CALIBER WEALTH MANAGEMENT, LLC has made 12 purchases of VO, at an average price of $219.90, for a total of 27,389.00 shares. In addition, there have been 1 sales at an average price of $202.74 for 516.00 shares. Based on historical transaction data and VO's current price of $282.23, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his VO holdings is $1.67 Mil, reflecting a 27.66% gain to date.
CALIBER WEALTH MANAGEMENT, LLC VO ($282.23) Holding Chart
CALIBER WEALTH MANAGEMENT, LLC VO ($282.23) 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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