Number of Shares
64,283.00
Current Holdings Value*
$16.62 Mil
% of Portfolio
2.76%
Total Estimate Gain
$8.21 Mil
% of Total Estimate Gain
59.22%

Tarbox Family Office, Inc.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Tarbox Family Office, Inc. held 64,283.00 shares of Vanguard Mid-Cap ETF(VO), totaling $16.62 Mil. This investment constitutes 2.76% of their stock portfolio, and Tarbox Family Office, Inc. now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2014Q1. And since then Tarbox Family Office, Inc. has made 7 purchases of VO, at an average price of $171.13, for a total of 81,055.00 shares. In addition, there have been 17 sales at an average price of $220.94 for 16,772.00 shares. Based on historical transaction data and VO's current price of $285.92, Tarbox Family Office, Inc.'s estimated gain on his VO holdings is $8.21 Mil, reflecting a 59.22% gain to date.

Tarbox Family Office, Inc. VO ($285.92) Holding Chart

Tarbox Family Office, Inc. VO ($285.92) 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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