OAK HARBOR WEALTH PARTNERS, LLC VO Holdings History
OAK HARBOR WEALTH PARTNERS, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 52,565.00 shares of Vanguard Mid-Cap ETF(VO), totaling $13.59 Mil. This investment constitutes 3.89% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 6 purchases of VO, at an average price of $224.67, for a total of 52,565.00 shares. Based on historical transaction data and VO's current price of $287.44, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his VO holdings is $3.30 Mil, reflecting a 27.94% gain to date.
OAK HARBOR WEALTH PARTNERS, LLC VO ($287.44) Holding Chart
OAK HARBOR WEALTH PARTNERS, LLC VO ($287.44) 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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