DRIVE WEALTH MANAGEMENT, LLC VO Holdings History
Number of Shares
41,158.00
Current Holdings Value*
$10.64 Mil
% of Portfolio
2.5%
Total Estimate Gain
$2.46 Mil
% of Total Estimate Gain
26.47%
DRIVE WEALTH MANAGEMENT, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, DRIVE WEALTH MANAGEMENT, LLC held 41,158.00 shares of Vanguard Mid-Cap ETF(VO), totaling $10.64 Mil. This investment constitutes 2.5% of their stock portfolio, and DRIVE WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2023Q1. And since then DRIVE WEALTH MANAGEMENT, LLC has made 9 purchases of VO, at an average price of $225.68, for a total of 41,158.00 shares. Based on historical transaction data and VO's current price of $285.42, DRIVE WEALTH MANAGEMENT, LLC's estimated gain on his VO holdings is $2.46 Mil, reflecting a 26.47% gain to date.
DRIVE WEALTH MANAGEMENT, LLC VO ($285.42) Holding Chart
DRIVE WEALTH MANAGEMENT, LLC 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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