STEPHENS GROUP ASSET MANAGEMENT, LLC VOE Holdings History
STEPHENS GROUP ASSET MANAGEMENT, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-06-30, STEPHENS GROUP ASSET MANAGEMENT, LLC held 1.19 Mil shares of Vanguard Mid-Cap Value ETF(VOE), totaling $195.76 Mil. This investment constitutes 14.08% of their stock portfolio, and STEPHENS GROUP ASSET MANAGEMENT, LLC now holds 1.14% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2018Q4. And since then STEPHENS GROUP ASSET MANAGEMENT, LLC has made 19 purchases of VOE, at an average price of $122.56, for a total of 1.64 Mil shares. In addition, there have been 6 sales at an average price of $128.87 for 447,811.00 shares. Based on historical transaction data and VOE's current price of $167.16, STEPHENS GROUP ASSET MANAGEMENT, LLC's estimated gain on his VOE holdings is $55.91 Mil, reflecting a 27.85% gain to date.
STEPHENS GROUP ASSET MANAGEMENT, LLC VOE ($167.16) Holding Chart
STEPHENS GROUP ASSET 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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