David Kennon Inc VO Holdings History

Number of Shares
37,940.00
Current Holdings Value*
$9.81 Mil
% of Portfolio
3.91%
Total Estimate Gain
$3.34 Mil
% of Total Estimate Gain
28.21%

David Kennon Inc's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, David Kennon Inc held 37,940.00 shares of Vanguard Mid-Cap ETF(VO), totaling $9.81 Mil. This investment constitutes 3.91% of their stock portfolio, and David Kennon Inc now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q4. And since then David Kennon Inc has made 5 purchases of VO, at an average price of $203.74, for a total of 58,153.00 shares. In addition, there have been 5 sales at an average price of $219.13 for 20,213.00 shares. Based on historical transaction data and VO's current price of $283.63, David Kennon Inc's estimated gain on his VO holdings is $3.34 Mil, reflecting a 28.21% gain to date.

David Kennon Inc VO ($283.63) Holding Chart

David Kennon Inc VO ($283.63) 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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