MJT & Associates Financial Advisory Group, Inc. VOE Holdings History
Number of Shares
8,648.00
Current Holdings Value*
$1.42 Mil
% of Portfolio
1.76%
Total Estimate Gain
$48,995.52
% of Total Estimate Gain
3.43%
MJT & Associates Financial Advisory Group, Inc.'s Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-06-30, MJT & Associates Financial Advisory Group, Inc. held 8,648.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $1.42 Mil. This investment constitutes 1.76% of their stock portfolio, and MJT & Associates Financial Advisory Group, Inc. now holds 0.01% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $158.37 for 92.00 shares. Based on historical transaction data and VOE's current price of $169.21, MJT & Associates Financial Advisory Group, Inc.'s estimated gain on his VOE holdings is $48,995.52, reflecting a 3.43% gain to date.
MJT & Associates Financial Advisory Group, Inc. VOE ($169.21) Holding Chart
MJT & Associates Financial Advisory Group, Inc. VOE ($169.21) 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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