ERTS Wealth Advisors, LLC VOE Holdings History
ERTS Wealth Advisors, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 176,248.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $28.29 Mil. This investment constitutes 5.5% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.15% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2020Q1. And since then ERTS Wealth Advisors, LLC has made 17 purchases of VOE, at an average price of $116.94, for a total of 293,113.00 shares. In addition, there have been 4 sales at an average price of $134.90 for 116,865.00 shares. Based on historical transaction data and VOE's current price of $169.21, ERTS Wealth Advisors, LLC's estimated gain on his VOE holdings is $11.31 Mil, reflecting a 33.00% gain to date.
ERTS Wealth Advisors, LLC VOE ($169.21) Holding Chart
ERTS Wealth Advisors, 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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