High Pines Wealth Management, LLC VO Holdings History
High Pines Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2023-12-31, High Pines Wealth Management, LLC held 24,671.00 shares of Vanguard Mid-Cap ETF(VO), totaling $5.74 Mil. This investment constitutes 8.75% of their stock portfolio, and High Pines Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2020Q4. And since then High Pines Wealth Management, LLC has made 8 purchases of VO, at an average price of $201.79, for a total of 26,580.00 shares. In addition, there have been 4 sales at an average price of $221.83 for 1,909.00 shares. Based on historical transaction data and VO's current price of $282.23, High Pines Wealth Management, LLC's estimated gain on his VO holdings is $2.02 Mil, reflecting a 37.72% gain to date.
High Pines Wealth Management, LLC VO ($282.23) Holding Chart
High Pines Wealth Management, LLC 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 % | |||
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