Number of Shares
14,720.00
Current Holdings Value*
$3.81 Mil
% of Portfolio
0.8%
Total Estimate Gain
$2.41 Mil
% of Total Estimate Gain
45.31%

Retirement Income Solutions, Inc's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Retirement Income Solutions, Inc held 14,720.00 shares of Vanguard Mid-Cap ETF(VO), totaling $3.81 Mil. This investment constitutes 0.8% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q2. And since then Retirement Income Solutions, Inc has made 5 purchases of VO, at an average price of $176.85, for a total of 30,062.00 shares. In addition, there have been 14 sales at an average price of $231.41 for 15,342.00 shares. Based on historical transaction data and VO's current price of $283.63, Retirement Income Solutions, Inc's estimated gain on his VO holdings is $2.41 Mil, reflecting a 45.31% gain to date.

Retirement Income Solutions, Inc VO ($283.63) Holding Chart

Retirement Income Solutions, Inc 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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