Core Wealth Advisors, Inc. VO Holdings History
Core Wealth Advisors, Inc.'s Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held 50,668.00 shares of Vanguard Mid-Cap ETF(VO), totaling $13.10 Mil. This investment constitutes 4.17% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2022Q2. And since then Core Wealth Advisors, Inc. has made 5 purchases of VO, at an average price of $220.51, for a total of 54,359.00 shares. In addition, there have been 4 sales at an average price of $250.69 for 3,691.00 shares. Based on historical transaction data and VO's current price of $284.74, Core Wealth Advisors, Inc.'s estimated gain on his VO holdings is $3.37 Mil, reflecting a 28.08% gain to date.
Core Wealth Advisors, Inc. VO ($284.74) Holding Chart
Core Wealth Advisors, Inc. VO ($284.74) 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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