Number of Shares
56,444.00
Current Holdings Value*
$14.60 Mil
% of Portfolio
4.1%
Total Estimate Gain
$7.48 Mil
% of Total Estimate Gain
48.13%

Frisch Financial Group, Inc.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Frisch Financial Group, Inc. held 56,444.00 shares of Vanguard Mid-Cap ETF(VO), totaling $14.60 Mil. This investment constitutes 4.1% of their stock portfolio, and Frisch Financial Group, Inc. now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q4. And since then Frisch Financial Group, Inc. has made 13 purchases of VO, at an average price of $167.87, for a total of 92,553.00 shares. In addition, there have been 12 sales at an average price of $196.21 for 36,109.00 shares. Based on historical transaction data and VO's current price of $282.23, Frisch Financial Group, Inc.'s estimated gain on his VO holdings is $7.48 Mil, reflecting a 48.13% gain to date.

Frisch Financial Group, Inc. VO ($282.23) Holding Chart

Frisch Financial Group, Inc. VO ($282.23) 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 %

Top Ranked Articles

  • 1