Transparent Wealth Partners LLC VO Holdings History
Transparent Wealth Partners LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2023-03-31, Transparent Wealth Partners LLC held 34,790.00 shares of Vanguard Mid-Cap ETF(VO), totaling $7.34 Mil. This investment constitutes 5.36% of their stock portfolio, and Transparent Wealth Partners LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2021Q4. And since then Transparent Wealth Partners LLC has made 3 purchases of VO, at an average price of $236.48, for a total of 79,379.00 shares. In addition, there have been 2 sales at an average price of $233.98 for 44,589.00 shares. Based on historical transaction data and VO's current price of $279.06, Transparent Wealth Partners LLC's estimated gain on his VO holdings is $1.37 Mil, reflecting a 7.30% gain to date.
Transparent Wealth Partners LLC VO ($279.06) Holding Chart
Transparent Wealth Partners LLC VO ($279.06) 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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