Vertex Planning Partners, LLC Vanguard Mid Cap Value Index F Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,675 shares of VOE stock, worth $436,881. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,675
Previous 2,675
-0.0%
Holding current value
$436,881
Previous $402 Million
11.46%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding VOE
# of Institutions
1,107Shares Held
68MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$764 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$748 Million0.06% of portfolio
-
Assetmark, Inc3.65MShares$597 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$521 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$503 Million0.04% of portfolio