Total Wealth Planning, LLC VOE Holdings History
Total Wealth Planning, LLC's Vanguard Mid-Cap Value ETF Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 168,612.00 shares of Vanguard Mid-Cap Value ETF(VOE), totaling $27.73 Mil. This investment constitutes 3.5% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.16% of the outstanding Vanguard Mid-Cap Value ETF(VOE) stock.
The initial trade took place in 2018Q4. And since then Total Wealth Planning, LLC has made 20 purchases of VOE, at an average price of $128.72, for a total of 223,094.00 shares. In addition, there have been 6 sales at an average price of $143.36 for 54,482.00 shares. Based on historical transaction data and VOE's current price of $167.09, Total Wealth Planning, LLC's estimated gain on his VOE holdings is $7.27 Mil, reflecting a 25.30% gain to date.
Total Wealth Planning, LLC VOE ($167.09) Holding Chart
Total Wealth Planning, LLC VOE ($167.09) 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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