INSPIRION WEALTH ADVISORS, LLC VOE Holdings History
INSPIRION WEALTH ADVISORS, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-03-31, INSPIRION WEALTH ADVISORS, LLC held 289,633.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $46.50 Mil. This investment constitutes 6.46% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0.24% 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 2 sales at an average price of $134.02 for 14,736.00 shares. Based on historical transaction data and VOE's current price of $163.41, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his VOE holdings is $15.13 Mil, reflecting a 44.28% gain to date.
INSPIRION WEALTH ADVISORS, LLC VOE ($163.41) Holding Chart
INSPIRION WEALTH ADVISORS, LLC VOE ($163.41) 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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