Forza Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Forza Wealth Management, LLC

$219 Billion
Q4 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 31,407 shares of VOE stock, worth $5.2 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

31,407

Previous 30,822 1.9%

Holding current value

$5.2 Million

Previous $5.17 Billion 1.69%

% of portfolio

2.31%

Previous 2.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$160.89 - $176.18 $94,120 - $103,065	585 Added 1.9%	31,407 $5.08 Billion
Q3 2024 Oct 28, 2024	SELL	$149.02 - $167.67 $11,325 - $12,742	-76 Reduced 0.25%	30,822 $5.17 Billion
Q2 2024 Jul 17, 2024	SELL	$146.82 - $155.77 $7,341 - $7,788	-50 Reduced 0.16%	30,898 $4.65 Billion
Q1 2024 Apr 22, 2024	SELL	$141.07 - $155.91 $14,107 - $15,591	-100 Reduced 0.32%	30,948 $4.83 Billion
Q4 2023 Jan 24, 2024	SELL	$124.27 - $145.8 $689,201 - $808,606	-5,546 Reduced 15.16%	31,048 $4.5 Billion
Q3 2023 Oct 24, 2023	BUY	$130.77 - $144.24 $14,646 - $16,154	112 Added 0.31%	36,594 $4.79 Billion
Q2 2023 Jul 25, 2023	BUY	$127.92 - $138.38 $60,506 - $65,453	473 Added 1.31%	36,482 $5.05 Billion
Q1 2023 May 03, 2023	BUY	$126.74 - $147.12 $555,881 - $645,268	4,386 Added 13.87%	36,009 $4.83 Billion
Q4 2022 Feb 06, 2023	BUY	$122.51 - $142.75 $3.87 Million - $4.51 Million	31,623 New	31,623 $4.28 Billion

Others Institutions Holding VOE

# of Institutions

1,140

Shares Held

69.8M

Call Options Held

31K

Put Options Held

1.8K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Forza Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History