Next Level Wealth Planning, LLC VO Holdings History
Next Level Wealth Planning, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 50,953.00 shares of Vanguard Mid-Cap ETF(VO), totaling $13.18 Mil. This investment constitutes 9.98% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2024Q4. And since then Next Level Wealth Planning, LLC has made 1 purchases of VO, at an average price of $271.48, for a total of 50,953.00 shares. Based on historical transaction data and VO's current price of $284.74, Next Level Wealth Planning, LLC's estimated gain on his VO holdings is $675,619.67, reflecting a 4.88% gain to date.
Next Level Wealth Planning, LLC VO ($284.74) Holding Chart
Next Level Wealth Planning, LLC 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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