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

Centricity Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 929 shares of VOE stock, worth $144,617. This represents 0.14% of its overall portfolio holdings.

Number of Shares
929
Previous 636 46.07%
Holding current value
$144,617
Previous $103 Million 44.96%
% of portfolio
0.14%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$156.61 - $168.02 $45,886 - $49,229
293 Added 46.07%
929 $149 Million
Q4 2024

Feb 03, 2025
BUY
$160.89 - $176.18 $102,326 - $112,050
636 New
636 $103 Million

Others Institutions Holding VOE

# of Institutions
1,202
Shares Held
70.5M
Call Options Held
25.6K
Put Options Held
1.6K
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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