Fee-Only Financial Planning, L.C. VOE Holdings History
Fee-Only Financial Planning, L.C.'s Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Fee-Only Financial Planning, L.C. held 22,635.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $3.63 Mil. This investment constitutes 2.48% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0.02% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2022Q4. And since then Fee-Only Financial Planning, L.C. has made 5 purchases of VOE, at an average price of $133.75, for a total of 23,975.00 shares. In addition, there have been 3 sales at an average price of $143.46 for 1,340.00 shares. Based on historical transaction data and VOE's current price of $167.25, Fee-Only Financial Planning, L.C.'s estimated gain on his VOE holdings is $771,271.96, reflecting a 24.05% gain to date.
Fee-Only Financial Planning, L.C. VOE ($167.25) Holding Chart
Fee-Only Financial Planning, L.C. VOE ($167.25) 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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