James Reed Financial Services, Inc. VO Holdings History
James Reed Financial Services, Inc.'s Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, James Reed Financial Services, Inc. held 54,459.00 shares of Vanguard Mid-Cap ETF(VO), totaling $15.24 Mil. This investment constitutes 13.83% of their stock portfolio, and James Reed Financial Services, Inc. now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then James Reed Financial Services, Inc. has made 5 purchases of VO, at an average price of $258.51, for a total of 55,195.00 shares. In addition, there have been 1 sales at an average price of $268.43 for 736.00 shares. Based on historical transaction data and VO's current price of $287.85, James Reed Financial Services, Inc.'s estimated gain on his VO holdings is $1.60 Mil, reflecting a 11.25% gain to date.
James Reed Financial Services, Inc. VO ($287.85) Holding Chart
James Reed Financial Services, Inc. VO ($287.85) 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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