Number of Shares
16,288.00
Current Holdings Value*
$4.56 Mil
% of Portfolio
1.78%
Total Estimate Gain
$645,510.88
% of Total Estimate Gain
13.87%

PRIVATE CLIENT SERVICES, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, PRIVATE CLIENT SERVICES, LLC held 16,288.00 shares of Vanguard Mid-Cap ETF(VO), totaling $4.56 Mil. This investment constitutes 1.78% of their stock portfolio, and PRIVATE CLIENT SERVICES, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2023Q4. And since then PRIVATE CLIENT SERVICES, LLC has made 4 purchases of VO, at an average price of $247.43, for a total of 18,803.00 shares. In addition, there have been 2 sales at an average price of $271.60 for 2,515.00 shares. Based on historical transaction data and VO's current price of $283.33, PRIVATE CLIENT SERVICES, LLC's estimated gain on his VO holdings is $645,510.88, reflecting a 13.87% gain to date.

PRIVATE CLIENT SERVICES, LLC VO ($283.33) Holding Chart

PRIVATE CLIENT SERVICES, LLC VO ($283.33) 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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