Number of Shares
38,358.00
Current Holdings Value*
$9.92 Mil
% of Portfolio
2.01%
Total Estimate Gain
$705,080.27
% of Total Estimate Gain
6.48%

Fortis Capital Advisors, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Fortis Capital Advisors, LLC held 38,358.00 shares of Vanguard Mid-Cap ETF(VO), totaling $9.92 Mil. This investment constitutes 2.01% of their stock portfolio, and Fortis Capital Advisors, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q4. And since then Fortis Capital Advisors, LLC has made 3 purchases of VO, at an average price of $263.05, for a total of 41,346.00 shares. In addition, there have been 4 sales at an average price of $220.62 for 2,988.00 shares. Based on historical transaction data and VO's current price of $284.74, Fortis Capital Advisors, LLC's estimated gain on his VO holdings is $705,080.27, reflecting a 6.48% gain to date.

Fortis Capital Advisors, LLC VO ($284.74) Holding Chart

Fortis Capital Advisors, LLC VO ($284.74) 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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