Accel Wealth Management VOE Holdings History
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 $167.03, Accel Wealth Management's estimated gain on his VOE holdings is $908,680.47, reflecting a 16.41% gain to date.
Accel Wealth Management VOE ($167.03) Holding Chart
Accel Wealth Management VOE ($167.03) 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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