Number of Shares
62,082.00
Current Holdings Value*
$10.21 Mil
% of Portfolio
3.34%
Total Estimate Gain
$1.88 Mil
% of Total Estimate Gain
19.85%

Provident Wealth Management, LLC's Vanguard Mid-Cap Value ETF Holding Summary

As of 2025-06-30, Provident Wealth Management, LLC held 62,082.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $10.21 Mil. This investment constitutes 3.34% of their stock portfolio, and Provident Wealth Management, LLC now holds 0.06% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.

The initial trade took place in 2019Q4. And since then Provident Wealth Management, LLC has made 15 purchases of VOE, at an average price of $136.05, for a total of 69,666.00 shares. In addition, there have been 8 sales at an average price of $129.45 for 7,584.00 shares. Based on historical transaction data and VOE's current price of $167.16, Provident Wealth Management, LLC's estimated gain on his VOE holdings is $1.88 Mil, reflecting a 19.85% gain to date.

Provident Wealth Management, LLC VOE ($167.16) Holding Chart

Provident Wealth Management, 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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