Number of Shares
24,660.00
Current Holdings Value*
$6.90 Mil
% of Portfolio
5.29%
Total Estimate Gain
$336,869.51
% of Total Estimate Gain
5.04%

Kagan Cocozza Asset Management's Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, Kagan Cocozza Asset Management held 24,660.00 shares of Vanguard Mid-Cap ETF(VO), totaling $6.90 Mil. This investment constitutes 5.29% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2024Q4. And since then Kagan Cocozza Asset Management has made 2 purchases of VO, at an average price of $271.08, for a total of 24,660.00 shares. Based on historical transaction data and VO's current price of $284.74, Kagan Cocozza Asset Management's estimated gain on his VO holdings is $336,869.51, reflecting a 5.04% gain to date.

Kagan Cocozza Asset Management VO ($284.74) Holding Chart

Kagan Cocozza Asset Management 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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