Number of Shares
11,136.00
Current Holdings Value*
$2.88 Mil
% of Portfolio
0.57%
Total Estimate Gain
$506,760.50
% of Total Estimate Gain
7.37%

Sensible Financial Planning & Management, LLC.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Sensible Financial Planning & Management, LLC. held 11,136.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.88 Mil. This investment constitutes 0.57% of their stock portfolio, and Sensible Financial Planning & Management, LLC. now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2020Q2. And since then Sensible Financial Planning & Management, LLC. has made 10 purchases of VO, at an average price of $237.44, for a total of 28,963.00 shares. In addition, there have been 4 sales at an average price of $237.01 for 17,827.00 shares. Based on historical transaction data and VO's current price of $283.63, Sensible Financial Planning & Management, LLC.'s estimated gain on his VO holdings is $506,760.50, reflecting a 7.37% gain to date.

Sensible Financial Planning & Management, LLC. VO ($283.63) Holding Chart

Sensible Financial Planning & Management, LLC. 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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