Number of Shares
202,908.00
Current Holdings Value*
$52.48 Mil
% of Portfolio
12.32%
Total Estimate Gain
$24.13 Mil
% of Total Estimate Gain
58.57%

Northwest Quadrant Wealth Management, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Northwest Quadrant Wealth Management, LLC held 202,908.00 shares of Vanguard Mid-Cap ETF(VO), totaling $52.48 Mil. This investment constitutes 12.32% of their stock portfolio, and Northwest Quadrant Wealth Management, LLC now holds 0.07% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q2. And since then Northwest Quadrant Wealth Management, LLC has made 25 purchases of VO, at an average price of $177.70, for a total of 231,794.00 shares. In addition, there have been 3 sales at an average price of $252.70 for 28,886.00 shares. Based on historical transaction data and VO's current price of $285.92, Northwest Quadrant Wealth Management, LLC's estimated gain on his VO holdings is $24.13 Mil, reflecting a 58.57% gain to date.

Northwest Quadrant Wealth Management, LLC VO ($285.92) Holding Chart

Northwest Quadrant Wealth Management, LLC VO ($285.92) 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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