Erts Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Erts Wealth Advisors, LLC

$529 Million
Q4 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 176,229 shares of VOE stock, worth $29.2 Million. This represents 5.38% of its overall portfolio holdings.

Number of Shares

176,229

Previous 170,405 3.42%

Holding current value

$29.2 Million

Previous $28.6 Million 0.22%

% of portfolio

5.38%

Previous 5.35%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$160.89 - $176.18 $937,023 - $1.03 Million	5,824 Added 3.42%	176,229 $28.5 Million
Q3 2024 Oct 17, 2024	BUY	$149.02 - $167.67 $135,906 - $152,915	912 Added 0.54%	170,405 $28.6 Million
Q2 2024 Jul 18, 2024	BUY	$146.82 - $155.77 $280,573 - $297,676	1,911 Added 1.14%	169,493 $25.5 Million
Q1 2024 Apr 23, 2024	BUY	$141.07 - $155.91 $305,416 - $337,545	2,165 Added 1.31%	167,582 $26.1 Million
Q4 2023 Jan 23, 2024	BUY	$124.27 - $145.8 $532,745 - $625,044	4,287 Added 2.66%	165,417 $24 Million
Q3 2023 Oct 16, 2023	BUY	$130.77 - $144.24 $233,555 - $257,612	1,786 Added 1.12%	161,130 $21.1 Million
Q2 2023 Jul 17, 2023	BUY	$127.92 - $138.38 $858,087 - $928,253	6,708 Added 4.39%	159,344 $22.1 Million
Q1 2023 Apr 18, 2023	SELL	$126.74 - $147.12 $4.31 Million - $5.01 Million	-34,029 Reduced 18.23%	152,636 $20.5 Million
Q4 2022 Jan 27, 2023	BUY	$122.51 - $142.75 $348,908 - $406,552	2,848 Added 1.55%	186,665 $25.2 Million
Q3 2022 Nov 08, 2022	BUY	$121.77 - $145.8 $846,057 - $1.01 Million	6,948 Added 3.93%	183,817 $22.4 Million
Q2 2022 Aug 08, 2022	SELL	$126.2 - $153.17 $30,161 - $36,607	-239 Reduced 0.13%	176,869 $0
Q1 2022 May 11, 2022	BUY	$140.72 - $152.6 $4.5 Million - $4.88 Million	31,948 Added 22.01%	177,108 $26.5 Million
Q4 2021 Feb 15, 2022	BUY	$140.47 - $150.69 $601,633 - $645,405	4,283 Added 3.04%	145,160 $21.8 Million
Q3 2021 Oct 13, 2021	BUY	$135.17 - $146.62 $421,054 - $456,721	3,115 Added 2.26%	140,877 $19.7 Million
Q2 2021 Aug 11, 2021	SELL	$136.19 - $145.71 $9.25 Million - $9.89 Million	-67,901 Reduced 33.02%	137,762 $19.4 Million
Q1 2021 May 07, 2021	BUY	$116.81 - $138.13 $1.08 Million - $1.28 Million	9,232 Added 4.7%	205,663 $27.7 Million
Q4 2020 Feb 12, 2021	BUY	$100.82 - $119.56 $2.59 Million - $3.07 Million	25,655 Added 15.02%	196,431 $23.4 Million
Q3 2020 Nov 13, 2020	SELL	$93.59 - $106.12 $1.38 Million - $1.56 Million	-14,696 Reduced 7.92%	170,776 $17.3 Million
Q2 2020 Aug 14, 2020	BUY	$75.66 - $107.24 $2.13 Million - $3.02 Million	28,174 Added 17.91%	185,472 $17.8 Million
Q1 2020 May 15, 2020	BUY	$68.69 - $121.9 $10.8 Million - $19.2 Million	157,298 New	157,298 $12.8 Million

Others Institutions Holding VOE

# of Institutions

1,124

Shares Held

68.8M

Call Options Held

31K

Put Options Held

1.8K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Erts Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History