Concord Wealth Partners Vanguard Mid Cap Value Index F Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Concord Wealth Partners holds 1,523 shares of VOE stock, worth $247,670. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,523
Previous 1,514 0.59%
Holding current value
$247,670
Previous $253,000 2.77%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$160.89 - $176.18 $1,448 - $1,585
9 Added 0.59%
1,523 $246,000
Q3 2024

Oct 24, 2024
BUY
$149.02 - $167.67 $2,235 - $2,515
15 Added 1.0%
1,514 $253,000
Q2 2024

Jul 31, 2024
SELL
$146.82 - $155.77 $14,828 - $15,732
-101 Reduced 6.31%
1,499 $225,000
Q1 2024

Apr 30, 2024
BUY
$141.07 - $155.91 $4,937 - $5,456
35 Added 2.24%
1,600 $249,000
Q4 2023

Apr 30, 2024
SELL
$124.27 - $145.8 $9,071 - $10,643
-73 Reduced 4.46%
1,565 $226,000
Q4 2023

Feb 05, 2024
SELL
$124.27 - $145.8 $9,071 - $10,643
-73 Reduced 4.46%
1,565 $226,000
Q3 2023

Apr 30, 2024
BUY
$130.77 - $144.24 $9,546 - $10,529
73 Added 4.66%
1,638 $214,000
Q3 2023

Oct 25, 2023
BUY
$130.77 - $144.24 $8,238 - $9,087
63 Added 4.0%
1,638 $214,000
Q2 2023

Aug 07, 2023
BUY
$127.92 - $138.38 $1,023 - $1,107
8 Added 0.51%
1,575 $217,000
Q1 2023

Apr 26, 2023
BUY
$126.74 - $147.12 $15,842 - $18,390
125 Added 8.67%
1,567 $210,000
Q4 2022

Jan 27, 2023
BUY
$122.51 - $142.75 $176,659 - $205,845
1,442 New
1,442 $195,000
Q2 2022

Aug 04, 2022
BUY
$126.2 - $153.17 $757 - $919
6 Added 0.45%
1,343 $174,000
Q1 2022

Apr 20, 2022
SELL
$140.72 - $152.6 $4,080 - $4,425
-29 Reduced 2.12%
1,337 $200,000
Q4 2021

Jan 21, 2022
BUY
$140.47 - $150.69 $191,882 - $205,842
1,366 New
1,366 $205,000
Q2 2021

Jul 29, 2021
SELL
$136.19 - $145.71 $1,089 - $1,165
-8 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$116.81 - $138.13 $934 - $1,105
8 New
8 $1,000

Others Institutions Holding VOE

# of Institutions
1,198
Shares Held
71.8M
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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