Number of Shares
11,240.00
Current Holdings Value*
$2.91 Mil
% of Portfolio
3.71%
Total Estimate Gain
$501,848.37
% of Total Estimate Gain
17.23%

Objective Capital Management, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Objective Capital Management, LLC held 11,240.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.91 Mil. This investment constitutes 3.71% of their stock portfolio, and Objective Capital Management, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 8 purchases of VO, at an average price of $233.36, for a total of 12,480.00 shares. In addition, there have been 4 sales at an average price of $216.82 for 1,240.00 shares. Based on historical transaction data and VO's current price of $279.83, Objective Capital Management, LLC's estimated gain on his VO holdings is $501,848.37, reflecting a 17.23% gain to date.

Objective Capital Management, LLC VO ($279.83) Holding Chart

Objective Capital Management, LLC VO ($279.83) 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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