Number of Shares
81,138.00
Current Holdings Value*
$20.98 Mil
% of Portfolio
2.14%
Total Estimate Gain
$3.87 Mil
% of Total Estimate Gain
19.06%

Transamerica Financial Advisors, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Transamerica Financial Advisors, LLC held 81,138.00 shares of Vanguard Mid-Cap ETF(VO), totaling $20.98 Mil. This investment constitutes 2.14% of their stock portfolio, and Transamerica Financial Advisors, LLC now holds 0.03% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2022Q4. And since then Transamerica Financial Advisors, LLC has made 3 purchases of VO, at an average price of $238.05, for a total of 85,206.00 shares. In addition, there have been 3 sales at an average price of $257.02 for 4,068.00 shares. Based on historical transaction data and VO's current price of $284.74, Transamerica Financial Advisors, LLC's estimated gain on his VO holdings is $3.87 Mil, reflecting a 19.06% gain to date.

Transamerica Financial Advisors, LLC VO ($284.74) Holding Chart

Transamerica Financial Advisors, LLC 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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