WALLER FINANCIAL PLANNING GROUP, INC VO Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 31,349.00 shares of Vanguard Mid-Cap ETF(VO), totaling $8.77 Mil. This investment constitutes 2.12% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2018Q4. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 9 purchases of VO, at an average price of $176.49, for a total of 56,420.00 shares. In addition, there have been 16 sales at an average price of $200.92 for 25,071.00 shares. Based on historical transaction data and VO's current price of $284.74, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his VO holdings is $4.01 Mil, reflecting a 40.23% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC VO ($284.74) Holding Chart
WALLER FINANCIAL PLANNING GROUP, 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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