CBIZ Investment Advisory Services, LLC VO Holdings History
CBIZ Investment Advisory Services, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, CBIZ Investment Advisory Services, LLC held 339,937.00 shares of Vanguard Mid-Cap ETF(VO), totaling $87.91 Mil. This investment constitutes 4.31% of their stock portfolio, and CBIZ Investment Advisory Services, LLC now holds 0.12% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2019Q4. And since then CBIZ Investment Advisory Services, LLC has made 14 purchases of VO, at an average price of $206.81, for a total of 1.43 Mil shares. In addition, there have been 7 sales at an average price of $224.60 for 1.09 Mil shares. Based on historical transaction data and VO's current price of $287.44, CBIZ Investment Advisory Services, LLC's estimated gain on his VO holdings is $46.81 Mil, reflecting a 15.82% gain to date.
CBIZ Investment Advisory Services, LLC VO ($287.44) Holding Chart
CBIZ Investment Advisory Services, LLC VO ($287.44) 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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