Engrave Wealth Partners LLC Vanguard Mid Cap Value Index F Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
A detailed history of Engrave Wealth Partners LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 5,741 shares of VOE stock, worth $915,689. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,741
Previous 106,585
94.61%
Holding current value
$915,689
Previous $14 Million
94.04%
% of portfolio
0.24%
Previous 4.3%
Shares
10 transactions
Others Institutions Holding VOE
# of Institutions
1,204Shares Held
70.6MCall Options Held
42.8KPut Options Held
1.3K-
Morgan Stanley New York, NY4.57MShares$730 Million0.05% of portfolio
-
Betterment LLC New York, NY4.29MShares$685 Million1.63% of portfolio
-
Assetmark, Inc4.1MShares$654 Million1.82% of portfolio
-
Royal Bank Of Canada Toronto, A63.26MShares$520 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$491 Million0.04% of portfolio