Spectrum Investment Advisors, Inc. VO Holdings History
Number of Shares
19,399.00
Current Holdings Value*
$5.02 Mil
% of Portfolio
3.24%
Total Estimate Gain
$773,127.70
% of Total Estimate Gain
16.27%
Spectrum Investment Advisors, Inc.'s Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Spectrum Investment Advisors, Inc. held 19,399.00 shares of Vanguard Mid-Cap ETF(VO), totaling $5.02 Mil. This investment constitutes 3.24% of their stock portfolio, and Spectrum Investment Advisors, Inc. now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2024Q2. And since then Spectrum Investment Advisors, Inc. has made 4 purchases of VO, at an average price of $244.89, for a total of 19,399.00 shares. Based on historical transaction data and VO's current price of $284.74, Spectrum Investment Advisors, Inc.'s estimated gain on his VO holdings is $773,127.70, reflecting a 16.27% gain to date.
Spectrum Investment Advisors, Inc. VO ($284.74) Holding Chart
Spectrum Investment Advisors, Inc. VO ($284.74) 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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