William Howard & Co Financial Advisors Inc VIOO Holdings History
William Howard & Co Financial Advisors Inc's Vanguard S&P Small-Cap 600 ETF Holding Summary
As of 2025-06-30, William Howard & Co Financial Advisors Inc held 1,988.00 shares of Vanguard S&P Small-Cap 600 ETF(VIOO), totaling $201,210.00. This investment constitutes 0.18% of their stock portfolio, and William Howard & Co Financial Advisors Inc now holds 0.01% of the outstanding Vanguard S&P Small-Cap 600 ETF(VIOO) stock.
The initial trade took place in 2024Q3. And since then William Howard & Co Financial Advisors Inc has made 3 purchases of VIOO, at an average price of $99.87, for a total of 3,976.00 shares. In addition, there have been 1 sales at an average price of $103.93 for 1,988.00 shares. Based on historical transaction data and VIOO's current price of $104.66, William Howard & Co Financial Advisors Inc's estimated gain on his VIOO holdings is $17,583.06, reflecting a 4.43% gain to date.
William Howard & Co Financial Advisors Inc VIOO ($104.66) Holding Chart
William Howard & Co Financial Advisors Inc VIOO ($104.66) 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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