Institute For Wealth Management, LLC. VOE Holdings History
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 $169.42, Institute for Wealth Management, LLC.'s estimated gain on his VOE holdings is $444,256.62, reflecting a 10.66% gain to date.
Institute for Wealth Management, LLC. VOE ($169.42) Holding Chart
Institute for Wealth Management, LLC. VOE ($169.42) 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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