EAGLE WEALTH STRATEGIES LLC VO Holdings History
EAGLE WEALTH STRATEGIES LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 4,043.00 shares of Vanguard Mid-Cap ETF(VO), totaling $1.13 Mil. This investment constitutes 0.63% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2023Q4. And since then EAGLE WEALTH STRATEGIES LLC has made 3 purchases of VO, at an average price of $214.78, for a total of 74,628.00 shares. In addition, there have been 3 sales at an average price of $236.43 for 70,585.00 shares. Based on historical transaction data and VO's current price of $287.85, EAGLE WEALTH STRATEGIES LLC's estimated gain on his VO holdings is $1.82 Mil, reflecting a 11.38% gain to date.
EAGLE WEALTH STRATEGIES LLC VO ($287.85) Holding Chart
EAGLE WEALTH STRATEGIES 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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