Paracle Advisors, LLC VO Holdings History

Number of Shares
247,897.00
Current Holdings Value*
$54.87 Mil
% of Portfolio
11.55%
Total Estimate Gain
$36.23 Mil
% of Total Estimate Gain
88.95%

Paracle Advisors, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2021-03-31, Paracle Advisors, LLC held 247,897.00 shares of Vanguard Mid-Cap ETF(VO), totaling $54.87 Mil. This investment constitutes 11.55% of their stock portfolio, and Paracle Advisors, LLC now holds 0.11% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2014Q3. And since then Paracle Advisors, LLC has made 8 purchases of VO, at an average price of $142.25, for a total of 286,360.00 shares. In addition, there have been 4 sales at an average price of $165.94 for 38,463.00 shares. Based on historical transaction data and VO's current price of $284.74, Paracle Advisors, LLC's estimated gain on his VO holdings is $36.23 Mil, reflecting a 88.95% gain to date.

Paracle Advisors, LLC VO ($284.74) Holding Chart

Paracle Advisors, LLC VO ($284.74) 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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