KEYVANTAGE WEALTH, LLC VO Holdings History

Number of Shares
26,064.00
Current Holdings Value*
$6.74 Mil
% of Portfolio
3.28%
Total Estimate Gain
$291,851.66
% of Total Estimate Gain
4.17%

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

As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 26,064.00 shares of Vanguard Mid-Cap ETF(VO), totaling $6.74 Mil. This investment constitutes 3.28% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2024Q4. And since then KEYVANTAGE WEALTH, LLC has made 1 purchases of VO, at an average price of $268.63, for a total of 26,064.00 shares. Based on historical transaction data and VO's current price of $279.83, KEYVANTAGE WEALTH, LLC's estimated gain on his VO holdings is $291,851.66, reflecting a 4.17% gain to date.

KEYVANTAGE WEALTH, LLC VO ($279.83) Holding Chart

KEYVANTAGE WEALTH, LLC VO ($279.83) 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 %

Top Ranked Articles

  • 1