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 $561,545. This represents 0.52% of its overall portfolio holdings.
Number of Shares
3,479
Previous 3,479
-0.0%
Holding current value
$561,545
Previous $563 Million
0.76%
% of portfolio
0.52%
Previous 0.54%
Shares
1 transactions
Others Institutions Holding VOE
# of Institutions
1,205Shares Held
70.6MCall Options Held
42.8KPut Options Held
2.8K-
Morgan Stanley New York, NY4.57MShares$738 Million0.05% of portfolio
-
Betterment LLC New York, NY4.29MShares$693 Million1.63% of portfolio
-
Assetmark, Inc4.1MShares$662 Million1.82% of portfolio
-
Royal Bank Of Canada Toronto, A63.26MShares$527 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$497 Million0.04% of portfolio