Number of Shares
156,997.00
Current Holdings Value*
$43.93 Mil
% of Portfolio
3.84%
Total Estimate Gain
$30.13 Mil
% of Total Estimate Gain
130.96%

TCV Trust & Wealth Management, Inc.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-06-30, TCV Trust & Wealth Management, Inc. held 156,997.00 shares of Vanguard Mid-Cap ETF(VO), totaling $43.93 Mil. This investment constitutes 3.84% of their stock portfolio, and TCV Trust & Wealth Management, Inc. now holds 0.06% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2013Q4. And since then TCV Trust & Wealth Management, Inc. has made 15 purchases of VO, at an average price of $114.44, for a total of 201,042.00 shares. In addition, there have been 24 sales at an average price of $191.45 for 44,045.00 shares. Based on historical transaction data and VO's current price of $284.74, TCV Trust & Wealth Management, Inc.'s estimated gain on his VO holdings is $30.13 Mil, reflecting a 130.96% gain to date.

TCV Trust & Wealth Management, Inc. VO ($284.74) Holding Chart

TCV Trust & Wealth 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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