Peak Retirement Planning, Inc. Vanguard Mid Cap Value Index F Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 15,282 shares of VOE stock, worth $2.66 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
15,282
Previous 14,594
4.71%
Holding current value
$2.66 Million
Previous $2.4 Billion
11.16%
% of portfolio
0.75%
Previous 0.97%
Shares
4 transactions
Others Institutions Holding VOE
# of Institutions
1,258Shares Held
73MCall Options Held
30.9KPut Options Held
7.7K-
Morgan Stanley New York, NY4.76MShares$827 Million0.05% of portfolio
-
Assetmark, Inc4.41MShares$767 Million1.69% of portfolio
-
Betterment LLC New York, NY4.02MShares$699 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$528 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.64MShares$459 Million0.09% of portfolio