Marietta Wealth Management, LLC VO Holdings History
Marietta Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, Marietta Wealth Management, LLC held 79,747.00 shares of Vanguard Mid-Cap ETF(VO), totaling $22.32 Mil. This investment constitutes 2.91% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2020Q1. And since then Marietta Wealth Management, LLC has made 21 purchases of VO, at an average price of $203.83, for a total of 82,445.00 shares. In addition, there have been 1 sales at an average price of $174.21 for 2,698.00 shares. Based on historical transaction data and VO's current price of $287.54, Marietta Wealth Management, LLC's estimated gain on his VO holdings is $6.60 Mil, reflecting a 39.25% gain to date.
Marietta Wealth Management, LLC VO ($287.54) Holding Chart
Marietta Wealth Management, LLC VO ($287.54) 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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