WealthOne, LLC VO Holdings History
WealthOne, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2023-09-30, WealthOne, LLC held 39,582.00 shares of Vanguard Mid-Cap ETF(VO), totaling $8.24 Mil. This investment constitutes 3.33% of their stock portfolio, and WealthOne, LLC now holds 0.02% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2018Q4. And since then WealthOne, LLC has made 6 purchases of VO, at an average price of $158.82, for a total of 108,729.00 shares. In addition, there have been 13 sales at an average price of $175.58 for 69,147.00 shares. Based on historical transaction data and VO's current price of $285.92, WealthOne, LLC's estimated gain on his VO holdings is $6.19 Mil, reflecting a 35.84% gain to date.
WealthOne, LLC VO ($285.92) Holding Chart
WealthOne, LLC VO ($285.92) 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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