Number of Shares
149,906.00
Current Holdings Value*
$38.77 Mil
% of Portfolio
0.83%
Total Estimate Gain
$12.92 Mil
% of Total Estimate Gain
18.39%

COLDSTREAM CAPITAL MANAGEMENT INC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, COLDSTREAM CAPITAL MANAGEMENT INC held 149,906.00 shares of Vanguard Mid-Cap ETF(VO), totaling $38.77 Mil. This investment constitutes 0.83% of their stock portfolio, and COLDSTREAM CAPITAL MANAGEMENT INC now holds 0.05% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2014Q1. And since then COLDSTREAM CAPITAL MANAGEMENT INC has made 15 purchases of VO, at an average price of $225.49, for a total of 311,543.00 shares. In addition, there have been 18 sales at an average price of $250.49 for 161,637.00 shares. Based on historical transaction data and VO's current price of $284.74, COLDSTREAM CAPITAL MANAGEMENT INC's estimated gain on his VO holdings is $12.92 Mil, reflecting a 18.39% gain to date.

COLDSTREAM CAPITAL MANAGEMENT INC VO ($284.74) Holding Chart

COLDSTREAM CAPITAL MANAGEMENT INC 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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