Brophy Wealth Management, LLC VOE Holdings History
Number of Shares
47,156.00
Current Holdings Value*
$7.91 Mil
% of Portfolio
2.83%
Total Estimate Gain
$386,207.64
% of Total Estimate Gain
5.15%
Brophy Wealth Management, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2024-09-30, Brophy Wealth Management, LLC held 47,156.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $7.91 Mil. This investment constitutes 2.83% of their stock portfolio, and Brophy Wealth Management, LLC now holds 0.05% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2024Q3. Based on historical transaction data and VOE's current price of $167.16, Brophy Wealth Management, LLC's estimated gain on his VOE holdings is $386,207.64, reflecting a 5.15% gain to date.
Brophy Wealth Management, LLC VOE ($167.16) Holding Chart
Brophy Wealth Management, LLC VOE ($167.16) 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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