PTM WEALTH MANAGEMENT, LLC VO Holdings History
PTM WEALTH MANAGEMENT, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, PTM WEALTH MANAGEMENT, LLC held 1,112.00 shares of Vanguard Mid-Cap ETF(VO), totaling $315,340.00. This investment constitutes 0.21% of their stock portfolio, and PTM WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2025Q2. And since then PTM WEALTH MANAGEMENT, LLC has made 1 purchases of VO, at an average price of $262.50, for a total of 1,112.00 shares. Based on historical transaction data and VO's current price of $287.44, PTM WEALTH MANAGEMENT, LLC's estimated gain on his VO holdings is $27,733.28, reflecting a 9.50% gain to date.
PTM WEALTH MANAGEMENT, LLC VO ($287.44) Holding Chart
PTM WEALTH MANAGEMENT, 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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