Forza Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Forza Wealth Management, LLC holds 30,898 shares of VOE stock, worth $5.16 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
30,898
Previous 30,948
0.16%
Holding current value
$5.16 Million
Previous $4.83 Billion
3.67%
% of portfolio
2.4%
Previous 2.51%
Shares
7 transactions
Others Institutions Holding VOE
# of Institutions
1,049Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$809 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$767 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$587 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$523 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$514 Million0.04% of portfolio