IVC Wealth Advisors LLC VOE Holdings History
IVC Wealth Advisors LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-06-30, IVC Wealth Advisors LLC held 28,844.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $4.74 Mil. This investment constitutes 2.31% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.03% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2020Q4. And since then IVC Wealth Advisors LLC has made 17 purchases of VOE, at an average price of $142.42, for a total of 28,939.00 shares. In addition, there have been 1 sales at an average price of $158.97 for 95.00 shares. Based on historical transaction data and VOE's current price of $169.21, IVC Wealth Advisors LLC's estimated gain on his VOE holdings is $774,381.29, reflecting a 18.79% gain to date.
IVC Wealth Advisors LLC VOE ($169.21) Holding Chart
IVC Wealth Advisors LLC VOE ($169.21) 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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