FIDELIS IM, LLC VO Holdings History

Number of Shares
70,700.00
Current Holdings Value*
$18.28 Mil
% of Portfolio
8.47%
Total Estimate Gain
$2.32 Mil
% of Total Estimate Gain
8.37%

FIDELIS iM, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, FIDELIS iM, LLC held 70,700.00 shares of Vanguard Mid-Cap ETF(VO), totaling $18.28 Mil. This investment constitutes 8.47% of their stock portfolio, and FIDELIS iM, LLC now holds 0.03% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2021Q3. And since then FIDELIS iM, LLC has made 6 purchases of VO, at an average price of $239.80, for a total of 115,753.00 shares. In addition, there have been 8 sales at an average price of $228.58 for 45,053.00 shares. Based on historical transaction data and VO's current price of $279.83, FIDELIS iM, LLC's estimated gain on his VO holdings is $2.32 Mil, reflecting a 8.37% gain to date.

FIDELIS iM, LLC VO ($279.83) Holding Chart

FIDELIS iM, LLC VO ($279.83) 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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