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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