Edmonds Duncan Registered Investment Advisors, LLC VOE Holdings History
Edmonds Duncan Registered Investment Advisors, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2024-09-30, Edmonds Duncan Registered Investment Advisors, LLC held 85,805.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $14.39 Mil. This investment constitutes 3.15% of their stock portfolio, and Edmonds Duncan Registered Investment Advisors, LLC now holds 0.09% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2020Q1. And since then Edmonds Duncan Registered Investment Advisors, LLC has made 15 purchases of VOE, at an average price of $119.83, for a total of 96,523.00 shares. In addition, there have been 4 sales at an average price of $142.32 for 10,718.00 shares. Based on historical transaction data and VOE's current price of $165.10, Edmonds Duncan Registered Investment Advisors, LLC's estimated gain on his VOE holdings is $4.13 Mil, reflecting a 35.66% gain to date.
Edmonds Duncan Registered Investment Advisors, LLC VOE ($165.10) Holding Chart
Edmonds Duncan Registered Investment Advisors, LLC VOE ($165.10) 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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