Legacy Wealth Planning, LLC VOE Holdings History
Legacy Wealth Planning, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2022-09-30, Legacy Wealth Planning, LLC held 12,379.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $1.51 Mil. This investment constitutes 2.49% of their stock portfolio, and Legacy Wealth Planning, LLC now holds 0.01% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2019Q4. And since then Legacy Wealth Planning, LLC has made 8 purchases of VOE, at an average price of $120.51, for a total of 12,699.00 shares. In addition, there have been 3 sales at an average price of $124.47 for 320.00 shares. Based on historical transaction data and VOE's current price of $167.16, Legacy Wealth Planning, LLC's estimated gain on his VOE holdings is $578,758.63, reflecting a 37.82% gain to date.
Legacy Wealth Planning, LLC VOE ($167.16) Holding Chart
Legacy Wealth Planning, LLC VOE ($167.16) 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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