Joel Adams & Associates, Inc. VO Holdings History
Joel Adams & Associates, Inc.'s Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Joel Adams & Associates, Inc. held 9,846.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.55 Mil. This investment constitutes 2.29% of their stock portfolio, and Joel Adams & Associates, Inc. now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $268.43 for 274.00 shares. Based on historical transaction data and VO's current price of $287.44, Joel Adams & Associates, Inc.'s estimated gain on his VO holdings is $154,181.26, reflecting a 5.61% gain to date.
Joel Adams & Associates, Inc. VO ($287.44) Holding Chart
Joel Adams & Associates, Inc. VO ($287.44) 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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