Cook Wealth, LLC VO Holdings History
Cook Wealth, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Cook Wealth, LLC held 48,801.00 shares of Vanguard Mid-Cap ETF(VO), totaling $12.54 Mil. This investment constitutes 6.08% of their stock portfolio, and Cook Wealth, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then Cook Wealth, LLC has made 11 purchases of VO, at an average price of $223.83, for a total of 51,014.00 shares. In addition, there have been 2 sales at an average price of $226.01 for 2,213.00 shares. Based on historical transaction data and VO's current price of $277.78, Cook Wealth, LLC's estimated gain on his VO holdings is $2.64 Mil, reflecting a 23.10% gain to date.
Cook Wealth, LLC VO ($277.78) Holding Chart
Cook Wealth, LLC VO ($277.78) 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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