Number of Shares
117,614.00
Current Holdings Value*
$31.03 Mil
% of Portfolio
5.9%
Total Estimate Gain
$8.49 Mil
% of Total Estimate Gain
33.98%
LWMG, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2024-09-30, LWMG, LLC held 117,614.00 shares of Vanguard Mid-Cap ETF(VO), totaling $31.03 Mil. This investment constitutes 5.9% of their stock portfolio, and LWMG, LLC now holds 0.05% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2022Q4. And since then LWMG, LLC has made 7 purchases of VO, at an average price of $212.52, for a total of 117,614.00 shares. Based on historical transaction data and VO's current price of $284.74, LWMG, LLC's estimated gain on his VO holdings is $8.49 Mil, reflecting a 33.98% gain to date.
LWMG, LLC VO ($284.74) Holding Chart
LWMG, LLC 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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