Cassady Schiller Wealth Management, LLC VOE Holdings History
Cassady Schiller Wealth Management, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 44,588.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $7.21 Mil. This investment constitutes 2.68% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0.04% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2021Q4. And since then Cassady Schiller Wealth Management, LLC has made 11 purchases of VOE, at an average price of $146.57, for a total of 44,719.00 shares. In addition, there have been 1 sales at an average price of $141.01 for 131.00 shares. Based on historical transaction data and VOE's current price of $169.21, Cassady Schiller Wealth Management, LLC's estimated gain on his VOE holdings is $1.01 Mil, reflecting a 15.39% gain to date.
Cassady Schiller Wealth Management, LLC VOE ($169.21) Holding Chart
Cassady Schiller Wealth Management, LLC VOE ($169.21) 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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