Stone Asset Management Inc. VO Holdings History
Stone Asset Management Inc.'s Vanguard Mid-Cap ETF Holding Summary
As of 2023-03-31, Stone Asset Management Inc. held 29,793.00 shares of Vanguard Mid-Cap ETF(VO), totaling $6.28 Mil. This investment constitutes 10.04% of their stock portfolio, and Stone Asset Management Inc. now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then Stone Asset Management Inc. has made 4 purchases of VO, at an average price of $245.08, for a total of 99,961.00 shares. In addition, there have been 1 sales at an average price of $212.08 for 70,168.00 shares. Based on historical transaction data and VO's current price of $284.74, Stone Asset Management Inc.'s estimated gain on his VO holdings is $-1.13 Mil, reflecting a -4.63% gain to date.
Stone Asset Management Inc. VO ($284.74) Holding Chart
Stone Asset Management 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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