Number of Shares
646.00
Current Holdings Value*
$58,520.00
% of Portfolio
0.02%
Total Estimate Gain
$96,654.79
% of Total Estimate Gain
6.68%

FSA Wealth Management LLC's Vanguard Mid-Cap Value ETF Holding Summary

As of 2025-03-31, FSA Wealth Management LLC held 646.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $58,520.00. This investment constitutes 0.02% of their stock portfolio, and FSA Wealth Management LLC now holds 0% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2020Q2. And since then FSA Wealth Management LLC has made 7 purchases of VOE, at an average price of $129.33, for a total of 11,196.00 shares. In addition, there have been 8 sales at an average price of $136.15 for 10,550.00 shares. Based on historical transaction data and VOE's current price of $167.58, FSA Wealth Management LLC's estimated gain on his VOE holdings is $96,654.79, reflecting a 6.68% gain to date.

FSA Wealth Management LLC VOE ($167.58) Holding Chart

FSA Wealth Management LLC VOE ($167.58) 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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