CPA Asset Management LLC VO Holdings History
CPA Asset Management LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, CPA Asset Management LLC held 30,121.00 shares of Vanguard Mid-Cap ETF(VO), totaling $8.43 Mil. This investment constitutes 3.54% of their stock portfolio, and CPA Asset Management LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2022Q4. And since then CPA Asset Management LLC has made 9 purchases of VO, at an average price of $226.07, for a total of 30,370.00 shares. In addition, there have been 1 sales at an average price of $268.43 for 249.00 shares. Based on historical transaction data and VO's current price of $284.74, CPA Asset Management LLC's estimated gain on his VO holdings is $1.78 Mil, reflecting a 25.89% gain to date.
CPA Asset Management LLC VO ($284.74) Holding Chart
CPA Asset 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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