RTD Financial Advisors, Inc. VOE Holdings History
RTD Financial Advisors, Inc.'s Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-06-30, RTD Financial Advisors, Inc. held 76,905.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $12.65 Mil. This investment constitutes 1.62% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.07% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 5 purchases of VOE, at an average price of $148.47, for a total of 79,776.00 shares. In addition, there have been 9 sales at an average price of $151.68 for 2,871.00 shares. Based on historical transaction data and VOE's current price of $170.22, RTD Financial Advisors, Inc.'s estimated gain on his VOE holdings is $1.68 Mil, reflecting a 14.20% gain to date.
RTD Financial Advisors, Inc. VOE ($170.22) Holding Chart
RTD Financial Advisors, Inc. VOE ($170.22) 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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