Number of Shares
14,389.00
Current Holdings Value*
$4.03 Mil
% of Portfolio
0.74%
Total Estimate Gain
$2.36 Mil
% of Total Estimate Gain
44.43%

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

As of 2025-06-30, Retirement Income Solutions, Inc held 14,389.00 shares of Vanguard Mid-Cap ETF(VO), totaling $4.03 Mil. This investment constitutes 0.74% 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 15 sales at an average price of $232.07 for 15,673.00 shares. Based on historical transaction data and VO's current price of $280.88, Retirement Income Solutions, Inc's estimated gain on his VO holdings is $2.36 Mil, reflecting a 44.43% gain to date.

Retirement Income Solutions, Inc VO ($280.88) Holding Chart

Retirement Income Solutions, Inc 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 %

Top Ranked Articles

  • 1