Copia Wealth Management Vanguard Mid Cap Value Index F Transaction History
Copia Wealth Management
- $108 Billion
- Q1 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 3,479 shares of VOE stock, worth $537,401. This represents 0.52% of its overall portfolio holdings.
Number of Shares
3,479
Previous 3,479
-0.0%
Holding current value
$537,401
Previous $563 Million
0.76%
% of portfolio
0.52%
Previous 0.54%
Shares
1 transactions
Others Institutions Holding VOE
# of Institutions
1,202Shares Held
70.6MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$721 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$697 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$607 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$494 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$476 Million0.04% of portfolio