Southern Wealth Management, LLP VOE Holdings History
Southern Wealth Management, LLP's Vanguard Mid-Cap Value ETF Holding Summary
As of 2023-03-31, Southern Wealth Management, LLP held 76,629.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $10.27 Mil. This investment constitutes 3.99% of their stock portfolio, and Southern Wealth Management, LLP now holds 0.06% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2019Q4. And since then Southern Wealth Management, LLP has made 6 purchases of VOE, at an average price of $118.59, for a total of 143,569.00 shares. In addition, there have been 7 sales at an average price of $113.85 for 66,940.00 shares. Based on historical transaction data and VOE's current price of $167.61, Southern Wealth Management, LLP's estimated gain on his VOE holdings is $3.44 Mil, reflecting a 20.20% gain to date.
Southern Wealth Management, LLP VOE ($167.61) Holding Chart
Southern Wealth Management, LLP VOE ($167.61) 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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