Number of Shares
7,783.00
Current Holdings Value*
$2.18 Mil
% of Portfolio
0.29%
Total Estimate Gain
$950,889.47
% of Total Estimate Gain
35.95%

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

As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 7,783.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.18 Mil. This investment constitutes 0.29% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2014Q4. And since then INSPIRION WEALTH ADVISORS, LLC has made 12 purchases of VO, at an average price of $164.56, for a total of 16,074.00 shares. In addition, there have been 15 sales at an average price of $166.43 for 8,291.00 shares. Based on historical transaction data and VO's current price of $284.74, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his VO holdings is $950,889.47, reflecting a 35.95% gain to date.

INSPIRION WEALTH ADVISORS, LLC VO ($284.74) Holding Chart

INSPIRION WEALTH ADVISORS, LLC VO ($284.74) 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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