Number of Shares
95,723.00
Current Holdings Value*
$24.76 Mil
% of Portfolio
4.46%
Total Estimate Gain
$9.14 Mil
% of Total Estimate Gain
45.04%

Pathway Financial Advisors LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Pathway Financial Advisors LLC held 95,723.00 shares of Vanguard Mid-Cap ETF(VO), totaling $24.76 Mil. This investment constitutes 4.46% of their stock portfolio, and Pathway Financial Advisors LLC now holds 0.03% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q2. And since then Pathway Financial Advisors LLC has made 20 purchases of VO, at an average price of $185.77, for a total of 109,243.00 shares. In addition, there have been 6 sales at an average price of $188.51 for 13,520.00 shares. Based on historical transaction data and VO's current price of $280.88, Pathway Financial Advisors LLC's estimated gain on his VO holdings is $9.14 Mil, reflecting a 45.04% gain to date.

Pathway Financial Advisors LLC VO ($280.88) Holding Chart

Pathway Financial Advisors LLC VO ($280.88) 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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