Number of Shares
33,686.00
Current Holdings Value*
$9.55 Mil
% of Portfolio
4.21%
Total Estimate Gain
$1.86 Mil
% of Total Estimate Gain
23.55%

O'Connor Financial Group LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, O'Connor Financial Group LLC held 33,686.00 shares of Vanguard Mid-Cap ETF(VO), totaling $9.55 Mil. This investment constitutes 4.21% of their stock portfolio, and O'Connor Financial Group LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2023Q1. And since then O'Connor Financial Group LLC has made 7 purchases of VO, at an average price of $231.28, for a total of 34,066.00 shares. In addition, there have been 2 sales at an average price of $269.80 for 380.00 shares. Based on historical transaction data and VO's current price of $285.92, O'Connor Financial Group LLC's estimated gain on his VO holdings is $1.86 Mil, reflecting a 23.55% gain to date.

O'Connor Financial Group LLC VO ($285.92) Holding Chart

O'Connor Financial Group 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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