Curio Wealth, LLC Vanguard Mid Cap Value Index F Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Curio Wealth, LLC holds 1,979 shares of VOE stock, worth $326,060. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,979

Holding current value

$326,060

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$160.89 - $176.18 $318,401 - $348,660	1,979 New	1,979 $320 Million

Others Institutions Holding VOE

# of Institutions

1,151

Shares Held

70.6M

Call Options Held

31K

Put Options Held

1.8K

Betterment LLC New York, NY

4.68M
Shares

$771 Million
1.89% of portfolio
Morgan Stanley New York, NY

4.58M
Shares

$755 Million
0.06% of portfolio
Assetmark, Inc

3.93M
Shares

$648 Million
1.75% of portfolio
Royal Bank Of Canada Toronto, A6

3.19M
Shares

$525 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.08M
Shares

$507 Million
0.04% of portfolio

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

More about VOE

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