Avion Wealth Vanguard Mid Cap Value Index F Transaction History
Avion Wealth
- $362 Million
- Q2 2024
A detailed history of Avion Wealth transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Avion Wealth holds 114,739 shares of VOE stock, worth $19.2 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
114,739
Previous 114,952
0.19%
Holding current value
$19.2 Million
Previous $17.9 Million
3.7%
% of portfolio
4.76%
Previous 4.81%
Shares
14 transactions
Others Institutions Holding VOE
# of Institutions
1,049Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$810 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$768 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$588 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$524 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$514 Million0.04% of portfolio