Number of Shares
41,802.00
Current Holdings Value*
$6.87 Mil
% of Portfolio
1.71%
Total Estimate Gain
$934,941.03
% of Total Estimate Gain
4.14%

KPP Advisory Services LLC's Vanguard Mid-Cap Value ETF Holding Summary

As of 2025-06-30, KPP Advisory Services LLC held 41,802.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $6.87 Mil. This investment constitutes 1.71% of their stock portfolio, and KPP Advisory Services LLC now holds 0.04% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2023Q3. And since then KPP Advisory Services LLC has made 2 purchases of VOE, at an average price of $146.83, for a total of 153,835.00 shares. In addition, there have been 5 sales at an average price of $146.51 for 112,033.00 shares. Based on historical transaction data and VOE's current price of $170.05, KPP Advisory Services LLC's estimated gain on his VOE holdings is $934,941.03, reflecting a 4.14% gain to date.

KPP Advisory Services LLC VOE ($170.05) Holding Chart

KPP Advisory Services LLC VOE ($170.05) 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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