INSPIRION WEALTH ADVISORS, LLC VOE Holdings History
INSPIRION WEALTH ADVISORS, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 287,130.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $47.22 Mil. This investment constitutes 6.25% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0.27% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2020Q2. And since then INSPIRION WEALTH ADVISORS, LLC has made 18 purchases of VOE, at an average price of $112.27, for a total of 304,369.00 shares. In addition, there have been 3 sales at an average price of $137.55 for 17,239.00 shares. Based on historical transaction data and VOE's current price of $167.16, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his VOE holdings is $16.20 Mil, reflecting a 47.40% gain to date.
INSPIRION WEALTH ADVISORS, LLC VOE ($167.16) Holding Chart
INSPIRION WEALTH ADVISORS, 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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