Number of Shares
161,637.00
Current Holdings Value*
$41.80 Mil
% of Portfolio
10.8%
Total Estimate Gain
$22.43 Mil
% of Total Estimate Gain
58.63%

Riverpoint Wealth Management Holdings, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Riverpoint Wealth Management Holdings, LLC held 161,637.00 shares of Vanguard Mid-Cap ETF(VO), totaling $41.80 Mil. This investment constitutes 10.8% of their stock portfolio, and Riverpoint Wealth Management Holdings, LLC now holds 0.06% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q2. And since then Riverpoint Wealth Management Holdings, LLC has made 20 purchases of VO, at an average price of $166.40, for a total of 229,880.00 shares. In addition, there have been 8 sales at an average price of $214.43 for 68,243.00 shares. Based on historical transaction data and VO's current price of $284.87, Riverpoint Wealth Management Holdings, LLC's estimated gain on his VO holdings is $22.43 Mil, reflecting a 58.63% gain to date.

Riverpoint Wealth Management Holdings, LLC VO ($284.87) Holding Chart

Riverpoint Wealth Management Holdings, LLC VO ($284.87) 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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