PRESILIUM PRIVATE WEALTH, LLC VOE Holdings History
PRESILIUM PRIVATE WEALTH, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-03-31, PRESILIUM PRIVATE WEALTH, LLC held 126,367.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $20.29 Mil. This investment constitutes 4.54% of their stock portfolio, and PRESILIUM PRIVATE WEALTH, LLC now holds 0.1% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2022Q4. And since then PRESILIUM PRIVATE WEALTH, LLC has made 6 purchases of VOE, at an average price of $140.68, for a total of 145,075.00 shares. In addition, there have been 3 sales at an average price of $136.73 for 18,708.00 shares. Based on historical transaction data and VOE's current price of $169.42, PRESILIUM PRIVATE WEALTH, LLC's estimated gain on his VOE holdings is $3.56 Mil, reflecting a 17.43% gain to date.
PRESILIUM PRIVATE WEALTH, LLC VOE ($169.42) Holding Chart
PRESILIUM PRIVATE WEALTH, 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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