Clearstead Advisors, LLC VO Holdings History
Clearstead Advisors, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Clearstead Advisors, LLC held 686,349.00 shares of Vanguard Mid-Cap ETF(VO), totaling $177.50 Mil. This investment constitutes 2.75% of their stock portfolio, and Clearstead Advisors, LLC now holds 0.25% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2018Q2. And since then Clearstead Advisors, LLC has made 16 purchases of VO, at an average price of $214.98, for a total of 987,964.00 shares. In addition, there have been 12 sales at an average price of $211.23 for 301,615.00 shares. Based on historical transaction data and VO's current price of $285.50, Clearstead Advisors, LLC's estimated gain on his VO holdings is $47.27 Mil, reflecting a 22.25% gain to date.
Clearstead Advisors, LLC VO ($285.50) Holding Chart
Clearstead Advisors, LLC VO ($285.50) 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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