Number of Shares
52,613.00
Current Holdings Value*
$13.61 Mil
% of Portfolio
2.26%
Total Estimate Gain
$2.89 Mil
% of Total Estimate Gain
9.48%

M Holdings Securities, Inc.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, M Holdings Securities, Inc. held 52,613.00 shares of Vanguard Mid-Cap ETF(VO), totaling $13.61 Mil. This investment constitutes 2.26% of their stock portfolio, and M Holdings Securities, Inc. now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2014Q3. And since then M Holdings Securities, Inc. has made 15 purchases of VO, at an average price of $225.91, for a total of 135,070.00 shares. In addition, there have been 9 sales at an average price of $223.44 for 82,457.00 shares. Based on historical transaction data and VO's current price of $284.74, M Holdings Securities, Inc.'s estimated gain on his VO holdings is $2.89 Mil, reflecting a 9.48% gain to date.

M Holdings Securities, Inc. VO ($284.74) Holding Chart

M Holdings Securities, Inc. 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 %

Top Ranked Articles

  • 1