ASSET PLANNING CORPORATION VIOV Holdings History
ASSET PLANNING CORPORATION's Vanguard S&P Small-Cap 600 Value ETF Holding Summary
As of 2025-03-31, ASSET PLANNING CORPORATION held 107,862.00 shares of Vanguard S&P Small-Cap 600 Value ETF(VIOV), totaling $9.05 Mil. This investment constitutes 5.33% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.67% of the outstanding Vanguard S&P Small-Cap 600 Value ETF(VIOV) stock.
The initial trade took place in 2021Q2. And since then ASSET PLANNING CORPORATION has made 15 purchases of VIOV, at an average price of $88.22, for a total of 110,873.00 shares. In addition, there have been 1 sales at an average price of $84.57 for 3,011.00 shares. Based on historical transaction data and VIOV's current price of $88.07, ASSET PLANNING CORPORATION's estimated gain on his VIOV holdings is $-27,237.56, reflecting a -0.28% gain to date.
ASSET PLANNING CORPORATION VIOV ($88.07) Holding Chart
ASSET PLANNING CORPORATION VIOV ($88.07) 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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