Number of Shares
15,748.00
Current Holdings Value*
$4.07 Mil
% of Portfolio
3.32%
Total Estimate Gain
$193,214.52
% of Total Estimate Gain
4.52%

Five Pine Wealth Management's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Five Pine Wealth Management held 15,748.00 shares of Vanguard Mid-Cap ETF(VO), totaling $4.07 Mil. This investment constitutes 3.32% of their stock portfolio, and Five Pine Wealth Management now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2024Q4. And since then Five Pine Wealth Management has made 1 purchases of VO, at an average price of $271.36, for a total of 15,748.00 shares. Based on historical transaction data and VO's current price of $283.63, Five Pine Wealth Management's estimated gain on his VO holdings is $193,214.52, reflecting a 4.52% gain to date.

Five Pine Wealth Management VO ($283.63) Holding Chart

Five Pine Wealth Management VO ($283.63) 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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