MONEYWISE, INC. VO Holdings History

Number of Shares
9,157.00
Current Holdings Value*
$2.56 Mil
% of Portfolio
1.2%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
19.53%

MONEYWISE, INC.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, MONEYWISE, INC. held 9,157.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.56 Mil. This investment constitutes 1.2% of their stock portfolio, and MONEYWISE, INC. now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2020Q1. And since then MONEYWISE, INC. has made 9 purchases of VO, at an average price of $217.28, for a total of 40,532.00 shares. In addition, there have been 13 sales at an average price of $252.40 for 31,375.00 shares. Based on historical transaction data and VO's current price of $284.74, MONEYWISE, INC.'s estimated gain on his VO holdings is $1.72 Mil, reflecting a 19.53% gain to date.

MONEYWISE, INC. VO ($284.74) Holding Chart

MONEYWISE, 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 %

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