Number of Shares
4,808.00
Current Holdings Value*
$1.24 Mil
% of Portfolio
1.19%
Total Estimate Gain
$84,898.34
% of Total Estimate Gain
6.56%

Sherman Asset Management, Inc.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Sherman Asset Management, Inc. held 4,808.00 shares of Vanguard Mid-Cap ETF(VO), totaling $1.24 Mil. This investment constitutes 1.19% of their stock portfolio, and Sherman Asset Management, Inc. now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2024Q4. And since then Sherman Asset Management, Inc. has made 1 purchases of VO, at an average price of $269.12, for a total of 4,808.00 shares. Based on historical transaction data and VO's current price of $286.78, Sherman Asset Management, Inc.'s estimated gain on his VO holdings is $84,898.34, reflecting a 6.56% gain to date.

Sherman Asset Management, Inc. VO ($286.78) Holding Chart

Sherman Asset Management, Inc. VO ($286.78) 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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