Number of Shares
13,435.00
Current Holdings Value*
$3.76 Mil
% of Portfolio
2.11%
Total Estimate Gain
$2.48 Mil
% of Total Estimate Gain
40.10%

HILLTOP WEALTH ADVISORS, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held 13,435.00 shares of Vanguard Mid-Cap ETF(VO), totaling $3.76 Mil. This investment constitutes 2.11% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2019Q4. And since then HILLTOP WEALTH ADVISORS, LLC has made 1 purchases of VO, at an average price of $172.02, for a total of 35,901.00 shares. In addition, there have been 21 sales at an average price of $214.14 for 22,466.00 shares. Based on historical transaction data and VO's current price of $285.92, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his VO holdings is $2.48 Mil, reflecting a 40.10% gain to date.

HILLTOP WEALTH ADVISORS, LLC VO ($285.92) Holding Chart

HILLTOP WEALTH ADVISORS, LLC VO ($285.92) 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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