Number of Shares
1.35 Mil
Current Holdings Value*
$347.91 Mil
% of Portfolio
11.73%
Total Estimate Gain
$168.60 Mil
% of Total Estimate Gain
52.99%

JMG Financial Group, Ltd.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, JMG Financial Group, Ltd. held 1.35 Mil shares of Vanguard Mid-Cap ETF(VO), totaling $347.91 Mil. This investment constitutes 11.73% of their stock portfolio, and JMG Financial Group, Ltd. now holds 0.48% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2013Q4. And since then JMG Financial Group, Ltd. has made 28 purchases of VO, at an average price of $169.40, for a total of 1.88 Mil shares. In addition, there have been 9 sales at an average price of $194.61 for 533,035.00 shares. Based on historical transaction data and VO's current price of $284.74, JMG Financial Group, Ltd.'s estimated gain on his VO holdings is $168.60 Mil, reflecting a 52.99% gain to date.

JMG Financial Group, Ltd. VO ($284.74) Holding Chart

JMG Financial Group, Ltd. 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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