Number of Shares
32,290.00
Current Holdings Value*
$8.35 Mil
% of Portfolio
3.51%
Total Estimate Gain
$451,379.78
% of Total Estimate Gain
5.12%

Strategic Equity Management's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Strategic Equity Management held 32,290.00 shares of Vanguard Mid-Cap ETF(VO), totaling $8.35 Mil. This investment constitutes 3.51% of their stock portfolio, and Strategic Equity Management now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q3. And since then Strategic Equity Management has made 6 purchases of VO, at an average price of $264.25, for a total of 33,361.00 shares. In addition, there have been 1 sales at an average price of $202.74 for 1,071.00 shares. Based on historical transaction data and VO's current price of $280.27, Strategic Equity Management's estimated gain on his VO holdings is $451,379.78, reflecting a 5.12% gain to date.

Strategic Equity Management VO ($280.27) Holding Chart

Strategic Equity Management VO ($280.27) 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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