Creative Planning VO Holdings History
Creative Planning's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Creative Planning held 8.21 Mil shares of Vanguard Mid-Cap ETF(VO), totaling $2.12 Bil. This investment constitutes 2% of their stock portfolio, and Creative Planning now holds 2.93% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2013Q4. And since then Creative Planning has made 27 purchases of VO, at an average price of $138.72, for a total of 13.02 Mil shares. In addition, there have been 16 sales at an average price of $173.50 for 4.81 Mil shares. Based on historical transaction data and VO's current price of $285.42, Creative Planning's estimated gain on his VO holdings is $1.37 Bil, reflecting a 75.95% gain to date.
Creative Planning VO ($285.42) Holding Chart
Creative Planning VO ($285.42) 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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