Monument Group Wealth Advisors, LLC VO Holdings History
Monument Group Wealth Advisors, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 1,192.00 shares of Vanguard Mid-Cap ETF(VO), totaling $308,340.00. This investment constitutes 0.21% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2025Q1. And since then Monument Group Wealth Advisors, LLC has made 1 purchases of VO, at an average price of $268.43, for a total of 1,192.00 shares. Based on historical transaction data and VO's current price of $287.67, Monument Group Wealth Advisors, LLC's estimated gain on his VO holdings is $22,934.08, reflecting a 7.17% gain to date.
Monument Group Wealth Advisors, LLC VO ($287.67) Holding Chart
Monument Group Wealth Advisors, LLC VO ($287.67) 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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