Cassaday & CO Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History

Cassaday & CO Wealth Management LLC

  • $2.91 Billion
  • Q2 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,598 shares of VOE stock, worth $580,681. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,598
Previous 3,155 14.04%
Holding current value
$580,681
Previous $491,000 10.18%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$146.82 - $155.77 $65,041 - $69,006
443 Added 14.04%
3,598 $541,000
Q1 2024

May 08, 2024
BUY
$141.07 - $155.91 $92,259 - $101,965
654 Added 26.15%
3,155 $491,000
Q4 2023

Feb 09, 2024
SELL
$124.27 - $145.8 $869 - $1,020
-7 Reduced 0.28%
2,501 $362,000
Q3 2023

Nov 06, 2023
BUY
$130.77 - $144.24 $915 - $1,009
7 Added 0.28%
2,508 $328,000
Q1 2023

May 03, 2023
SELL
$126.74 - $147.12 $22,686 - $26,334
-179 Reduced 6.68%
2,501 $335,000
Q4 2022

Feb 07, 2023
BUY
$132.21 - $142.75 $354,322 - $382,570
2,680 New
2,680 $0

Others Institutions Holding VOE

# of Institutions
1,049
Shares Held
68.1M
Call Options Held
32.8K
Put Options Held
400
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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