Copia Wealth Management Vanguard Mid Cap Value Index F Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Copia Wealth Management holds 3,650 shares of VOE stock, worth $635,720. This represents 0.51% of its overall portfolio holdings.
Number of Shares
3,650
Previous 3,479
4.92%
Holding current value
$635,720
Previous $559 Million
7.48%
% of portfolio
0.51%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,251Shares Held
71MCall Options Held
37.3KPut Options Held
9.6K-
Morgan Stanley New York, NY4.61MShares$803 Million0.05% of portfolio
-
Assetmark, Inc4.26MShares$743 Million1.69% of portfolio
-
Betterment LLC New York, NY4.13MShares$720 Million1.45% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$532 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.74MShares$477 Million0.09% of portfolio