US FINANCIAL ADVISORS, LLC VO Holdings History
US FINANCIAL ADVISORS, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, US FINANCIAL ADVISORS, LLC held 50,649.00 shares of Vanguard Mid-Cap ETF(VO), totaling $13.10 Mil. This investment constitutes 3.87% of their stock portfolio, and US FINANCIAL ADVISORS, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2015Q1. And since then US FINANCIAL ADVISORS, LLC has made 17 purchases of VO, at an average price of $160.94, for a total of 74,575.00 shares. In addition, there have been 3 sales at an average price of $226.12 for 23,926.00 shares. Based on historical transaction data and VO's current price of $277.44, US FINANCIAL ADVISORS, LLC's estimated gain on his VO holdings is $7.46 Mil, reflecting a 62.16% gain to date.
US FINANCIAL ADVISORS, LLC VO ($277.44) Holding Chart
US FINANCIAL ADVISORS, LLC VO ($277.44) 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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