Cassaday & CO Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History
Cassaday & CO Wealth Management LLC
- $2.82 Billion
- Q1 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,155 shares of VOE stock, worth $492,463. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,155
Previous 2,501
26.15%
Holding current value
$492,463
Previous $362,000
35.64%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding VOE
# of Institutions
1,029Shares Held
65.8MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$845 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$691 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$526 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$480 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$463 Million0.11% of portfolio