CONSILIO WEALTH ADVISORS, LLC VO Holdings History
CONSILIO WEALTH ADVISORS, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 36,280.00 shares of Vanguard Mid-Cap ETF(VO), totaling $9.38 Mil. This investment constitutes 3.92% of their stock portfolio, and CONSILIO WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then CONSILIO WEALTH ADVISORS, LLC has made 5 purchases of VO, at an average price of $231.12, for a total of 104,445.00 shares. In addition, there have been 8 sales at an average price of $246.07 for 68,165.00 shares. Based on historical transaction data and VO's current price of $279.06, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his VO holdings is $2.76 Mil, reflecting a 11.43% gain to date.
CONSILIO WEALTH ADVISORS, LLC VO ($279.06) Holding Chart
CONSILIO WEALTH ADVISORS, LLC VO ($279.06) 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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