Number of Shares
11,212.00
Current Holdings Value*
$2.90 Mil
% of Portfolio
0.37%
Total Estimate Gain
$585,915.07
% of Total Estimate Gain
21.35%

Center for Financial Planning, Inc.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Center for Financial Planning, Inc. held 11,212.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.90 Mil. This investment constitutes 0.37% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2019Q4. And since then Center for Financial Planning, Inc. has made 7 purchases of VO, at an average price of $233.22, for a total of 11,768.00 shares. In addition, there have been 4 sales at an average price of $185.48 for 556.00 shares. Based on historical transaction data and VO's current price of $287.85, Center for Financial Planning, Inc.'s estimated gain on his VO holdings is $585,915.07, reflecting a 21.35% gain to date.

Center for Financial Planning, Inc. VO ($287.85) Holding Chart

Center for Financial Planning, Inc. VO ($287.85) 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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