Centerline Wealth Advisors, LLC VO Holdings History
Centerline Wealth Advisors, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, Centerline Wealth Advisors, LLC held 40,883.00 shares of Vanguard Mid-Cap ETF(VO), totaling $11.44 Mil. This investment constitutes 5.61% of their stock portfolio, and Centerline Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $263.07 for 8,117.00 shares. Based on historical transaction data and VO's current price of $285.92, Centerline Wealth Advisors, LLC's estimated gain on his VO holdings is $511,759.68, reflecting a 3.84% gain to date.
Centerline Wealth Advisors, LLC VO ($285.92) Holding Chart
Centerline Wealth Advisors, LLC VO ($285.92) 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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