Latko Wealth Management, Ltd. VO Holdings History
Number of Shares
21,056.00
Current Holdings Value*
$5.45 Mil
% of Portfolio
3.53%
Total Estimate Gain
$791,745.56
% of Total Estimate Gain
14.26%
Latko Wealth Management, Ltd.'s Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Latko Wealth Management, Ltd. held 21,056.00 shares of Vanguard Mid-Cap ETF(VO), totaling $5.45 Mil. This investment constitutes 3.53% of their stock portfolio, and Latko Wealth Management, Ltd. now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $269.10 for 1,059.00 shares. Based on historical transaction data and VO's current price of $287.84, Latko Wealth Management, Ltd.'s estimated gain on his VO holdings is $791,745.56, reflecting a 14.26% gain to date.
Latko Wealth Management, Ltd. VO ($287.84) Holding Chart
Latko Wealth Management, Ltd. VO ($287.84) 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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