PDS Planning, Inc VO Holdings History

Number of Shares
207,575.00
Current Holdings Value*
$53.68 Mil
% of Portfolio
4.53%
Total Estimate Gain
$8.01 Mil
% of Total Estimate Gain
15.77%

PDS Planning, Inc's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, PDS Planning, Inc held 207,575.00 shares of Vanguard Mid-Cap ETF(VO), totaling $53.68 Mil. This investment constitutes 4.53% of their stock portfolio, and PDS Planning, Inc now holds 0.07% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2019Q2. And since then PDS Planning, Inc has made 20 purchases of VO, at an average price of $239.28, for a total of 212,304.00 shares. In addition, there have been 4 sales at an average price of $243.12 for 4,729.00 shares. Based on historical transaction data and VO's current price of $277.78, PDS Planning, Inc's estimated gain on his VO holdings is $8.01 Mil, reflecting a 15.77% gain to date.

PDS Planning, Inc VO ($277.78) Holding Chart

PDS Planning, Inc VO ($277.78) 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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