Number of Shares
27,515.00
Current Holdings Value*
$7.12 Mil
% of Portfolio
2.3%
Total Estimate Gain
$346,485.00
% of Total Estimate Gain
4.65%

D.B. Root & Company, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, D.B. Root & Company, LLC held 27,515.00 shares of Vanguard Mid-Cap ETF(VO), totaling $7.12 Mil. This investment constitutes 2.3% of their stock portfolio, and D.B. Root & Company, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2024Q4. And since then D.B. Root & Company, LLC has made 2 purchases of VO, at an average price of $270.74, for a total of 27,515.00 shares. Based on historical transaction data and VO's current price of $283.33, D.B. Root & Company, LLC's estimated gain on his VO holdings is $346,485.00, reflecting a 4.65% gain to date.

D.B. Root & Company, LLC VO ($283.33) Holding Chart

D.B. Root & Company, LLC VO ($283.33) 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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