Number of Shares
526,618.00
Current Holdings Value*
$147.36 Mil
% of Portfolio
3.93%
Total Estimate Gain
$40.50 Mil
% of Total Estimate Gain
36.89%

MassMutual Private Wealth & Trust, FSB's Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, MassMutual Private Wealth & Trust, FSB held 526,618.00 shares of Vanguard Mid-Cap ETF(VO), totaling $147.36 Mil. This investment constitutes 3.93% of their stock portfolio, and MassMutual Private Wealth & Trust, FSB now holds 0.19% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2014Q1. And since then MassMutual Private Wealth & Trust, FSB has made 30 purchases of VO, at an average price of $207.39, for a total of 529,464.00 shares. In addition, there have been 7 sales at an average price of $125.88 for 2,846.00 shares. Based on historical transaction data and VO's current price of $284.74, MassMutual Private Wealth & Trust, FSB's estimated gain on his VO holdings is $40.50 Mil, reflecting a 36.89% gain to date.

MassMutual Private Wealth & Trust, FSB VO ($284.74) Holding Chart

MassMutual Private Wealth & Trust, FSB 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