Daner Wealth Management, LLC VO Holdings History
Number of Shares
35,230.00
Current Holdings Value*
$9.78 Mil
% of Portfolio
7.18%
Total Estimate Gain
$459,751.50
% of Total Estimate Gain
4.80%
Daner Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2024-12-31, Daner Wealth Management, LLC held 35,230.00 shares of Vanguard Mid-Cap ETF(VO), totaling $9.78 Mil. This investment constitutes 7.18% of their stock portfolio, and Daner Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and VO's current price of $284.74, Daner Wealth Management, LLC's estimated gain on his VO holdings is $459,751.50, reflecting a 4.80% gain to date.
Daner Wealth Management, LLC VO ($284.74) Holding Chart
Daner Wealth Management, LLC 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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