Number of Shares
19,414.00
Current Holdings Value*
$5.02 Mil
% of Portfolio
4.96%
Total Estimate Gain
$1.59 Mil
% of Total Estimate Gain
26.36%

FinDec Wealth Services, Inc.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, FinDec Wealth Services, Inc. held 19,414.00 shares of Vanguard Mid-Cap ETF(VO), totaling $5.02 Mil. This investment constitutes 4.96% of their stock portfolio, and FinDec Wealth Services, Inc. now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q4. And since then FinDec Wealth Services, Inc. has made 5 purchases of VO, at an average price of $212.72, for a total of 28,277.00 shares. In addition, there have been 4 sales at an average price of $239.72 for 8,863.00 shares. Based on historical transaction data and VO's current price of $282.06, FinDec Wealth Services, Inc.'s estimated gain on his VO holdings is $1.59 Mil, reflecting a 26.36% gain to date.

FinDec Wealth Services, Inc. VO ($282.06) Holding Chart

FinDec Wealth Services, Inc. VO ($282.06) 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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