Number of Shares
126,367.00
Current Holdings Value*
$20.29 Mil
% of Portfolio
4.54%
Total Estimate Gain
$3.64 Mil
% of Total Estimate Gain
17.82%

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 $170.05, PRESILIUM PRIVATE WEALTH, LLC's estimated gain on his VOE holdings is $3.64 Mil, reflecting a 17.82% gain to date.

PRESILIUM PRIVATE WEALTH, LLC VOE ($170.05) Holding Chart

PRESILIUM PRIVATE WEALTH, 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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