Number of Shares
8,346.00
Current Holdings Value*
$2.16 Mil
% of Portfolio
1.41%
Total Estimate Gain
$426,561.68
% of Total Estimate Gain
20.22%

Northern Capital Management, Inc.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Northern Capital Management, Inc. held 8,346.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.16 Mil. This investment constitutes 1.41% of their stock portfolio, and Northern Capital Management, Inc. now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2021Q1. And since then Northern Capital Management, Inc. has made 15 purchases of VO, at an average price of $232.24, for a total of 9,082.00 shares. In addition, there have been 2 sales at an average price of $213.35 for 736.00 shares. Based on historical transaction data and VO's current price of $285.01, Northern Capital Management, Inc.'s estimated gain on his VO holdings is $426,561.68, reflecting a 20.22% gain to date.

Northern Capital Management, Inc. VO ($285.01) Holding Chart

Northern Capital Management, Inc. VO ($285.01) 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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