CATHY PARETO & ASSOCIATES, INC VOE Holdings History
Number of Shares
27,670.00
Current Holdings Value*
$4.55 Mil
% of Portfolio
3.76%
Total Estimate Gain
$-48,459.26
% of Total Estimate Gain
-1.01%
CATHY PARETO & ASSOCIATES, INC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-06-30, CATHY PARETO & ASSOCIATES, INC held 27,670.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $4.55 Mil. This investment constitutes 3.76% of their stock portfolio, and CATHY PARETO & ASSOCIATES, INC now holds 0.03% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $161.48 for 770.00 shares. Based on historical transaction data and VOE's current price of $167.16, CATHY PARETO & ASSOCIATES, INC's estimated gain on his VOE holdings is $-48,459.26, reflecting a -1.01% gain to date.
CATHY PARETO & ASSOCIATES, INC VOE ($167.16) Holding Chart
CATHY PARETO & ASSOCIATES, INC 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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