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 $411,547. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,339

Previous 2,463 5.03%

Holding current value

$411,547

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

1,106

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

More about VOE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

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