RETIREMENT FINANCIAL SOLUTIONS, LLC VO Holdings History
RETIREMENT FINANCIAL SOLUTIONS, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, RETIREMENT FINANCIAL SOLUTIONS, LLC held 63,366.00 shares of Vanguard Mid-Cap ETF(VO), totaling $16.39 Mil. This investment constitutes 9.91% of their stock portfolio, and RETIREMENT FINANCIAL SOLUTIONS, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2022Q4. And since then RETIREMENT FINANCIAL SOLUTIONS, LLC has made 7 purchases of VO, at an average price of $214.15, for a total of 74,232.00 shares. In addition, there have been 2 sales at an average price of $268.59 for 10,866.00 shares. Based on historical transaction data and VO's current price of $284.74, RETIREMENT FINANCIAL SOLUTIONS, LLC's estimated gain on his VO holdings is $5.06 Mil, reflecting a 31.86% gain to date.
RETIREMENT FINANCIAL SOLUTIONS, LLC VO ($284.74) Holding Chart
RETIREMENT FINANCIAL SOLUTIONS, 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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