Number of Shares
83,044.00
Current Holdings Value*
$21.48 Mil
% of Portfolio
4.39%
Total Estimate Gain
$13.66 Mil
% of Total Estimate Gain
72.36%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 83,044.00 shares of Vanguard Mid-Cap ETF(VO), totaling $21.48 Mil. This investment constitutes 4.39% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.03% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2014Q3. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 20 purchases of VO, at an average price of $132.71, for a total of 142,300.00 shares. In addition, there have been 15 sales at an average price of $152.22 for 59,256.00 shares. Based on historical transaction data and VO's current price of $283.32, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his VO holdings is $13.66 Mil, reflecting a 72.36% gain to date.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. VO ($283.32) Holding Chart

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. VO ($283.32) 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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