A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 820 shares of VOE stock, worth $144,279. This represents 0.05% of its overall portfolio holdings.

Number of Shares
820
Previous 820 -0.0%
Holding current value
$144,279
Previous $123 Million 11.47%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 13, 2024

SELL
$146.82 - $155.77 $5,285 - $5,607
-36 Reduced 4.21%
820 $123 Million
Q1 2024

Apr 30, 2024

SELL
$141.07 - $155.91 $3,526 - $3,897
-25 Reduced 2.84%
856 $133 Million
Q4 2023

Feb 08, 2024

BUY
$124.27 - $145.8 $109,481 - $128,449
881 New
881 $128 Million

Others Institutions Holding VOE

About VANGUARD MID-CAP VALUE INDEX F


  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.