Fee-Only Financial Planning, L.C. VO Holdings History
Fee-Only Financial Planning, L.C.'s Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Fee-Only Financial Planning, L.C. held 51,601.00 shares of Vanguard Mid-Cap ETF(VO), totaling $13.35 Mil. This investment constitutes 9.11% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2022Q4. And since then Fee-Only Financial Planning, L.C. has made 3 purchases of VO, at an average price of $202.81, for a total of 55,024.00 shares. In addition, there have been 6 sales at an average price of $240.98 for 3,423.00 shares. Based on historical transaction data and VO's current price of $283.33, Fee-Only Financial Planning, L.C.'s estimated gain on his VO holdings is $4.29 Mil, reflecting a 38.40% gain to date.
Fee-Only Financial Planning, L.C. VO ($283.33) Holding Chart
Fee-Only Financial Planning, L.C. VO ($283.33) 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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