INVICTUS PRIVATE WEALTH, LLC VO Holdings History
INVICTUS PRIVATE WEALTH, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, INVICTUS PRIVATE WEALTH, LLC held 384,048.00 shares of Vanguard Mid-Cap ETF(VO), totaling $99.32 Mil. This investment constitutes 7.87% of their stock portfolio, and INVICTUS PRIVATE WEALTH, LLC now holds 0.14% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2023Q1. And since then INVICTUS PRIVATE WEALTH, LLC has made 9 purchases of VO, at an average price of $217.52, for a total of 384,048.00 shares. Based on historical transaction data and VO's current price of $282.23, INVICTUS PRIVATE WEALTH, LLC's estimated gain on his VO holdings is $24.85 Mil, reflecting a 29.75% gain to date.
INVICTUS PRIVATE WEALTH, LLC VO ($282.23) Holding Chart
INVICTUS PRIVATE WEALTH, 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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