Sherman Asset Management, Inc. VO Holdings History
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 % |
Top Ranked Articles
- 1