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

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 1,359 shares of VOE stock, worth $222,359. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,359

Previous 1,802 24.58%

Holding current value

$222,359

Previous $271,000 16.24%

% of portfolio

0.08%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$149.02 - $167.67 $66,015 - $74,277	-443 Reduced 24.58%	1,359 $227,000
Q2 2024 Jul 17, 2024	SELL	$146.82 - $155.77 $64,160 - $68,071	-437 Reduced 19.52%	1,802 $271,000
Q1 2024 Apr 17, 2024	SELL	$141.07 - $155.91 $112,856 - $124,728	-800 Reduced 26.32%	2,239 $349,000
Q4 2023 Jan 17, 2024	SELL	$124.27 - $145.8 $53,808 - $63,131	-433 Reduced 12.47%	3,039 $440,000
Q3 2023 Nov 15, 2023	BUY	$130.77 - $144.24 $1,830 - $2,019	14 Added 0.4%	3,472 $454,000
Q2 2023 Jul 20, 2023	SELL	$127.92 - $138.38 $187,658 - $203,003	-1,467 Reduced 29.79%	3,458 $478,000
Q1 2023 Apr 17, 2023	SELL	$126.74 - $147.12 $316,216 - $367,064	-2,495 Reduced 33.63%	4,925 $660,000
Q4 2022 Jan 31, 2023	BUY	$122.51 - $142.75 $198,098 - $230,826	1,617 Added 27.86%	7,420 $1 Million
Q2 2022 Jul 13, 2022	BUY	$126.2 - $153.17 $347,807 - $422,136	2,756 Added 90.45%	5,803 $752,000
Q1 2022 Apr 15, 2022	BUY	$140.72 - $152.6 $27,581 - $29,909	196 Added 6.87%	3,047 $456,000
Q4 2021 Jan 26, 2022	BUY	$140.47 - $150.69 $15,170 - $16,274	108 Added 3.94%	2,851 $429,000
Q2 2021 Jul 21, 2021	BUY	$136.19 - $145.71 $2,587 - $2,768	19 Added 0.7%	2,743 $385,000
Q1 2021 Apr 15, 2021	BUY	$116.81 - $138.13 $2,920 - $3,453	25 Added 0.93%	2,724 $367,000
Q4 2020 Jan 20, 2021	BUY	$100.82 - $119.56 $148,104 - $175,633	1,469 Added 119.43%	2,699 $321,000
Q1 2020 Apr 23, 2020	SELL	$68.69 - $121.9 $14,081 - $24,989	-205 Reduced 14.29%	1,230 $100,000
Q4 2019 Feb 03, 2020	BUY	$108.67 - $119.8 $155,941 - $171,913	1,435 New	1,435 $171,000

Others Institutions Holding VOE

# of Institutions

1,107

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