Somnio Financial Group, LLC VO Holdings History
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 % |
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