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 $949,274. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,741
Previous 106,585
94.61%
Holding current value
$949,274
Previous $14 Million
94.04%
% of portfolio
0.24%
Previous 4.3%
Shares
10 transactions
Others Institutions Holding VOE
# of Institutions
1,116Shares Held
68.8MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$774 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$758 Million0.06% of portfolio
-
Assetmark, Inc3.65MShares$604 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$527 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$509 Million0.04% of portfolio