NORTHCAPE WEALTH MANAGEMENT, LLC VO Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 25,498.00 shares of Vanguard Mid-Cap ETF(VO), totaling $6.59 Mil. This investment constitutes 2.13% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 5 purchases of VO, at an average price of $245.24, for a total of 30,145.00 shares. In addition, there have been 8 sales at an average price of $217.32 for 4,647.00 shares. Based on historical transaction data and VO's current price of $280.88, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his VO holdings is $779,034.83, reflecting a 10.54% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC VO ($280.88) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC VO ($280.88) 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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