Number of Shares
15,156.00
Current Holdings Value*
$3.92 Mil
% of Portfolio
2.66%
Total Estimate Gain
$625,068.46
% of Total Estimate Gain
16.89%

Hofer & Associates. Inc's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Hofer & Associates. Inc held 15,156.00 shares of Vanguard Mid-Cap ETF(VO), totaling $3.92 Mil. This investment constitutes 2.66% of their stock portfolio, and Hofer & Associates. Inc now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2021Q4. And since then Hofer & Associates. Inc has made 9 purchases of VO, at an average price of $240.65, for a total of 15,375.00 shares. In addition, there have been 3 sales at an average price of $216.93 for 219.00 shares. Based on historical transaction data and VO's current price of $282.23, Hofer & Associates. Inc's estimated gain on his VO holdings is $625,068.46, reflecting a 16.89% gain to date.

Hofer & Associates. Inc VO ($282.23) Holding Chart

Hofer & Associates. 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 %

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