Number of Shares
35,952.00
Current Holdings Value*
$5.77 Mil
% of Portfolio
2.09%
Total Estimate Gain
$916,589.91
% of Total Estimate Gain
16.56%

Accel Wealth Management's Vanguard Mid-Cap Value ETF Holding Summary

As of 2025-03-31, Accel Wealth Management held 35,952.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $5.77 Mil. This investment constitutes 2.09% of their stock portfolio, and Accel Wealth Management now holds 0.03% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2020Q4. And since then Accel Wealth Management has made 16 purchases of VOE, at an average price of $141.13, for a total of 39,227.00 shares. In addition, there have been 1 sales at an average price of $134.31 for 3,275.00 shares. Based on historical transaction data and VOE's current price of $167.25, Accel Wealth Management's estimated gain on his VOE holdings is $916,589.91, reflecting a 16.56% gain to date.

Accel Wealth Management VOE ($167.25) Holding Chart

Accel Wealth Management VOE ($167.25) 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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