Number of Shares
43,949.00
Current Holdings Value*
$11.61 Mil
% of Portfolio
9.28%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
16.07%

Somnio Financial Group, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2024-12-31, Somnio Financial Group, LLC held 43,949.00 shares of Vanguard Mid-Cap ETF(VO), totaling $11.61 Mil. This investment constitutes 9.28% of their stock portfolio, and Somnio Financial Group, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2024Q2. And since then Somnio Financial Group, LLC has made 2 purchases of VO, at an average price of $244.09, for a total of 43,949.00 shares. Based on historical transaction data and VO's current price of $283.32, Somnio Financial Group, LLC's estimated gain on his VO holdings is $1.72 Mil, reflecting a 16.07% gain to date.

Somnio Financial Group, LLC VO ($283.32) Holding Chart

Somnio Financial Group, LLC VO ($283.32) 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