Number of Shares
87,606.00
Current Holdings Value*
$14.41 Mil
% of Portfolio
3.64%
Total Estimate Gain
$3.12 Mil
% of Total Estimate Gain
17.47%

Compton Wealth Advisory Group, LLC's Vanguard Mid-Cap Value ETF Holding Summary

As of 2025-06-30, Compton Wealth Advisory Group, LLC held 87,606.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $14.41 Mil. This investment constitutes 3.64% of their stock portfolio, and Compton Wealth Advisory Group, LLC now holds 0.08% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2018Q4. And since then Compton Wealth Advisory Group, LLC has made 19 purchases of VOE, at an average price of $133.29, for a total of 133,832.00 shares. In addition, there have been 7 sales at an average price of $136.52 for 46,226.00 shares. Based on historical transaction data and VOE's current price of $167.16, Compton Wealth Advisory Group, LLC's estimated gain on his VOE holdings is $3.12 Mil, reflecting a 17.47% gain to date.

Compton Wealth Advisory Group, LLC VOE ($167.16) Holding Chart

Compton Wealth Advisory Group, 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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