Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$76,570.04
% of Total Estimate Gain
23.12%

High Pines Wealth Management, LLC's Vanguard Mid-Cap Value ETF Holding Summary

As of 2023-12-31, High Pines Wealth Management, LLC held - shares of Vanguard Mid-Cap Value ETF(VOE), totaling N/A. This investment constitutes 0% of their stock portfolio, and High Pines Wealth Management, LLC now holds 0% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2020Q4. In addition, there have been 4 sales at an average price of $136.74 for 2,982.00 shares. Based on historical transaction data and VOE's current price of $167.16, High Pines Wealth Management, LLC's estimated gain on his VOE holdings is $76,570.04, reflecting a 23.12% gain to date.

High Pines Wealth Management, LLC VOE ($167.16) Holding Chart

High Pines Wealth Management, LLC VOE ($167.16) 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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