Summit Equities Inc VOE Holdings History
Summit Equities Inc's Vanguard Mid-Cap Value ETF Holding Summary
As of 2018-09-30, Summit Equities Inc held 294,214.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $33.27 Mil. This investment constitutes 5.73% of their stock portfolio, and Summit Equities Inc now holds 0.26% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2015Q2. And since then Summit Equities Inc has made 4 purchases of VOE, at an average price of $96.36, for a total of 294,214.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VOE's current price of $164.63, Summit Equities Inc's estimated gain on his VOE holdings is $20.09 Mil, reflecting a 70.86% gain to date.
Summit Equities Inc VOE ($164.63) Holding Chart
Summit Equities Inc VOE ($164.63) 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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