Grey Fox Wealth Advisors, LLC VO Holdings History
Number of Shares
66,545.00
Current Holdings Value*
$17.21 Mil
% of Portfolio
5.18%
Total Estimate Gain
$4.26 Mil
% of Total Estimate Gain
28.68%
Grey Fox Wealth Advisors, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Grey Fox Wealth Advisors, LLC held 66,545.00 shares of Vanguard Mid-Cap ETF(VO), totaling $17.21 Mil. This investment constitutes 5.18% of their stock portfolio, and Grey Fox Wealth Advisors, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2022Q4. And since then Grey Fox Wealth Advisors, LLC has made 9 purchases of VO, at an average price of $223.33, for a total of 66,545.00 shares. Based on historical transaction data and VO's current price of $287.39, Grey Fox Wealth Advisors, LLC's estimated gain on his VO holdings is $4.26 Mil, reflecting a 28.68% gain to date.
Grey Fox Wealth Advisors, LLC VO ($287.39) Holding Chart
Grey Fox Wealth Advisors, LLC VO ($287.39) 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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