Wr Wealth Planners, LLC Vanguard Mid Cap Value Index F Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,339 shares of VOE stock, worth $400,436. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,339

Previous 2,463 5.03%

Holding current value

$400,436

Previous $370,000 5.95%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$149.02 - $167.67 $18,478 - $20,791	-124 Reduced 5.03%	2,339 $392,000
Q2 2024 Jul 31, 2024	SELL	$146.82 - $155.77 $29,217 - $30,998	-199 Reduced 7.48%	2,463 $370,000
Q1 2024 Jul 31, 2024	SELL	$141.07 - $155.91 $24,828 - $27,440	-176 Reduced 6.2%	2,662 $415,000
Q4 2023 Jul 30, 2024	BUY	$124.27 - $145.8 $352,678 - $413,780	2,838 New	2,838 $411,000
Q3 2023 Aug 01, 2024	BUY	$130.77 - $144.24 $16,869 - $18,606	129 Added 5.02%	2,698 $353 Million
Q2 2023 Aug 01, 2024	BUY	$127.92 - $138.38 $13,559 - $14,668	106 Added 4.3%	2,569 $355 Million
Q1 2023 Aug 01, 2024	SELL	$126.74 - $147.12 $258,042 - $299,536	-2,036 Reduced 82.66%	427 $57.2 Million
Q2 2022 Oct 17, 2024	SELL	$126.2 - $153.17 $378 - $459	-3 Closed	0 $0
Q1 2022 Oct 17, 2024	SELL	$140.72 - $152.6 $328,721 - $356,473	-2,336 Reduced 99.87%	3 $449,000

Others Institutions Holding VOE

# of Institutions

1,084

Shares Held

68.4M

Call Options Held

30.6K

Put Options Held

400

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Wr Wealth Planners, LLC Vanguard Mid Cap Value Index F Transaction History