Number of Shares
82,599.00
Current Holdings Value*
$23.30 Mil
% of Portfolio
4.83%
Total Estimate Gain
$8.13 Mil
% of Total Estimate Gain
8.29%

OAK HILL WEALTH ADVISORS, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, OAK HILL WEALTH ADVISORS, LLC held 82,599.00 shares of Vanguard Mid-Cap ETF(VO), totaling $23.30 Mil. This investment constitutes 4.83% of their stock portfolio, and OAK HILL WEALTH ADVISORS, LLC now holds 0.03% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q4. And since then OAK HILL WEALTH ADVISORS, LLC has made 7 purchases of VO, at an average price of $233.01, for a total of 420,692.00 shares. In addition, there have been 3 sales at an average price of $243.65 for 338,093.00 shares. Based on historical transaction data and VO's current price of $287.85, OAK HILL WEALTH ADVISORS, LLC's estimated gain on his VO holdings is $8.13 Mil, reflecting a 8.29% gain to date.

OAK HILL WEALTH ADVISORS, LLC VO ($287.85) Holding Chart

OAK HILL WEALTH ADVISORS, LLC VO ($287.85) 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 %

Top Ranked Articles

  • 1