Cannon Wealth Management Services, LLC VO Holdings History
Number of Shares
11,665.00
Current Holdings Value*
$3.04 Mil
% of Portfolio
2.71%
Total Estimate Gain
$319,301.90
% of Total Estimate Gain
10.74%
Cannon Wealth Management Services, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Cannon Wealth Management Services, LLC held 11,665.00 shares of Vanguard Mid-Cap ETF(VO), totaling $3.04 Mil. This investment constitutes 2.71% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 2 purchases of VO, at an average price of $254.86, for a total of 11,665.00 shares. Based on historical transaction data and VO's current price of $282.23, Cannon Wealth Management Services, LLC's estimated gain on his VO holdings is $319,301.90, reflecting a 10.74% gain to date.
Cannon Wealth Management Services, LLC VO ($282.23) Holding Chart
Cannon Wealth Management Services, 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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