Sincerus Advisory, LLC VO Holdings History
Number of Shares
9,184.00
Current Holdings Value*
$2.38 Mil
% of Portfolio
2.51%
Total Estimate Gain
$91,848.34
% of Total Estimate Gain
3.70%
Sincerus Advisory, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Sincerus Advisory, LLC held 9,184.00 shares of Vanguard Mid-Cap ETF(VO), totaling $2.38 Mil. This investment constitutes 2.51% of their stock portfolio, and Sincerus Advisory, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2024Q4. And since then Sincerus Advisory, LLC has made 1 purchases of VO, at an average price of $270.50, for a total of 9,184.00 shares. Based on historical transaction data and VO's current price of $280.50, Sincerus Advisory, LLC's estimated gain on his VO holdings is $91,848.34, reflecting a 3.70% gain to date.
Sincerus Advisory, LLC VO ($280.50) Holding Chart
Sincerus Advisory, LLC VO ($280.50) 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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