Annapolis Financial Services, LLC VOE Holdings History
Annapolis Financial Services, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2024-09-30, Annapolis Financial Services, LLC held 81,802.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $13.72 Mil. This investment constitutes 4.06% of their stock portfolio, and Annapolis Financial Services, LLC now holds 0.08% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2020Q4. And since then Annapolis Financial Services, LLC has made 9 purchases of VOE, at an average price of $122.22, for a total of 86,011.00 shares. In addition, there have been 6 sales at an average price of $143.07 for 4,209.00 shares. Based on historical transaction data and VOE's current price of $165.06, Annapolis Financial Services, LLC's estimated gain on his VOE holdings is $3.59 Mil, reflecting a 34.17% gain to date.
Annapolis Financial Services, LLC VOE ($165.06) Holding Chart
Annapolis Financial Services, LLC VOE ($165.06) 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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