Goepper Burkhardt LLC VOE Holdings History

Number of Shares
39,698.00
Current Holdings Value*
$6.37 Mil
% of Portfolio
2.55%
Total Estimate Gain
$2.41 Mil
% of Total Estimate Gain
35.05%

Goepper Burkhardt LLC's Vanguard Mid-Cap Value ETF Holding Summary

As of 2025-03-31, Goepper Burkhardt LLC held 39,698.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $6.37 Mil. This investment constitutes 2.55% of their stock portfolio, and Goepper Burkhardt LLC now holds 0.04% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2020Q4. And since then Goepper Burkhardt LLC has made 8 purchases of VOE, at an average price of $119.56, for a total of 57,493.00 shares. In addition, there have been 9 sales at an average price of $154.72 for 17,795.00 shares. Based on historical transaction data and VOE's current price of $164.49, Goepper Burkhardt LLC's estimated gain on his VOE holdings is $2.41 Mil, reflecting a 35.05% gain to date.

Goepper Burkhardt LLC VOE ($164.49) Holding Chart

Goepper Burkhardt LLC VOE ($164.49) 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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