Paul John Balson VO Holdings History
Number of Shares
14,743.00
Current Holdings Value*
$3.05 Mil
% of Portfolio
0.63%
Total Estimate Gain
$1.67 Mil
% of Total Estimate Gain
60.53%
Paul John Balson's Vanguard Mid-Cap ETF Holding Summary
As of 2020-12-31, Paul John Balson held 14,743.00 shares of Vanguard Mid-Cap ETF(VO), totaling $3.05 Mil. This investment constitutes 0.63% of their stock portfolio, and Paul John Balson now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2020Q1. And since then Paul John Balson has made 1 purchases of VO, at an average price of $170.08, for a total of 16,238.00 shares. In addition, there have been 2 sales at an average price of $168.46 for 1,495.00 shares. Based on historical transaction data and VO's current price of $283.63, Paul John Balson's estimated gain on his VO holdings is $1.67 Mil, reflecting a 60.53% gain to date.
Paul John Balson VO ($283.63) Holding Chart
Paul John Balson VO ($283.63) 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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