Number of Shares
203,799.00
Current Holdings Value*
$52.71 Mil
% of Portfolio
2.76%
Total Estimate Gain
$21.36 Mil
% of Total Estimate Gain
16.26%

Connecticut Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Connecticut Wealth Management, LLC held 203,799.00 shares of Vanguard Mid-Cap ETF(VO), totaling $52.71 Mil. This investment constitutes 2.76% of their stock portfolio, and Connecticut Wealth Management, LLC now holds 0.07% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q2. And since then Connecticut Wealth Management, LLC has made 13 purchases of VO, at an average price of $223.64, for a total of 587,317.00 shares. In addition, there have been 15 sales at an average price of $245.43 for 383,518.00 shares. Based on historical transaction data and VO's current price of $287.44, Connecticut Wealth Management, LLC's estimated gain on his VO holdings is $21.36 Mil, reflecting a 16.26% gain to date.

Connecticut Wealth Management, LLC VO ($287.44) Holding Chart

Connecticut Wealth Management, LLC VO ($287.44) 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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