Number of Shares
24,176.00
Current Holdings Value*
$3.98 Mil
% of Portfolio
0.44%
Total Estimate Gain
$463,597.42
% of Total Estimate Gain
11.12%

Institute for Wealth Management, LLC.'s Vanguard Mid-Cap Value ETF Holding Summary

As of 2025-06-30, Institute for Wealth Management, LLC. held 24,176.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $3.98 Mil. This investment constitutes 0.44% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.02% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2019Q1. And since then Institute for Wealth Management, LLC. has made 13 purchases of VOE, at an average price of $145.68, for a total of 28,605.00 shares. In addition, there have been 6 sales at an average price of $116.41 for 4,429.00 shares. Based on historical transaction data and VOE's current price of $170.22, Institute for Wealth Management, LLC.'s estimated gain on his VOE holdings is $463,597.42, reflecting a 11.12% gain to date.

Institute for Wealth Management, LLC. VOE ($170.22) Holding Chart

Institute for Wealth Management, LLC. VOE ($170.22) 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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