Ledge Wealth Management, Inc. VOE Holdings History
Ledge Wealth Management, Inc.'s Vanguard Mid-Cap Value ETF Holding Summary
As of 2023-12-31, Ledge Wealth Management, Inc. held 49,901.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $7.24 Mil. This investment constitutes 2.81% of their stock portfolio, and Ledge Wealth Management, Inc. now holds 0.04% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2022Q1. And since then Ledge Wealth Management, Inc. has made 5 purchases of VOE, at an average price of $144.84, for a total of 52,402.00 shares. In addition, there have been 2 sales at an average price of $133.89 for 2,501.00 shares. Based on historical transaction data and VOE's current price of $166.45, Ledge Wealth Management, Inc.'s estimated gain on his VOE holdings is $1.05 Mil, reflecting a 13.85% gain to date.
Ledge Wealth Management, Inc. VOE ($166.45) Holding Chart
Ledge Wealth Management, Inc. VOE ($166.45) 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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