Five Pine Wealth Management VO Holdings History
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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