RTD Financial Advisors, Inc. VO Holdings History
Number of Shares
66,348.00
Current Holdings Value*
$18.57 Mil
% of Portfolio
2.38%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
8.33%
RTD Financial Advisors, Inc.'s Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, RTD Financial Advisors, Inc. held 66,348.00 shares of Vanguard Mid-Cap ETF(VO), totaling $18.57 Mil. This investment constitutes 2.38% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2025Q1. And since then RTD Financial Advisors, Inc. has made 2 purchases of VO, at an average price of $263.93, for a total of 66,348.00 shares. Based on historical transaction data and VO's current price of $285.92, RTD Financial Advisors, Inc.'s estimated gain on his VO holdings is $1.46 Mil, reflecting a 8.33% gain to date.
RTD Financial Advisors, Inc. VO ($285.92) Holding Chart
RTD Financial Advisors, Inc. VO ($285.92) 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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