Dechtman Wealth Management, LLC VO Holdings History
Dechtman Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2024-12-31, Dechtman Wealth Management, LLC held 134,602.00 shares of Vanguard Mid-Cap ETF(VO), totaling $35.55 Mil. This investment constitutes 6.87% of their stock portfolio, and Dechtman Wealth Management, LLC now holds 0.05% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2023Q2. And since then Dechtman Wealth Management, LLC has made 4 purchases of VO, at an average price of $219.84, for a total of 138,798.00 shares. In addition, there have been 2 sales at an average price of $219.33 for 4,196.00 shares. Based on historical transaction data and VO's current price of $287.85, Dechtman Wealth Management, LLC's estimated gain on his VO holdings is $9.15 Mil, reflecting a 30.00% gain to date.
Dechtman Wealth Management, LLC VO ($287.85) Holding Chart
Dechtman Wealth Management, LLC VO ($287.85) 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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