Evermay Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,292 shares of VOE stock, worth $227,236. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,292
Previous 2,850 54.67%
Holding current value
$227,236
Previous $428,000 49.53%
% of portfolio
0.03%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$149.02 - $167.67 $232,173 - $261,229
-1,558 Reduced 54.67%
1,292 $216,000
Q2 2024

Aug 01, 2024
SELL
$146.82 - $155.77 $5,138 - $5,451
-35 Reduced 1.21%
2,850 $428,000
Q1 2024

May 13, 2024
BUY
$141.07 - $155.91 $381,594 - $421,736
2,705 Added 1502.78%
2,885 $449,000
Q2 2023

Aug 10, 2023
BUY
$127.92 - $138.38 $8,570 - $9,271
67 Added 59.29%
180 $24,000
Q1 2023

May 15, 2023
BUY
$126.74 - $147.12 $14,321 - $16,624
113 New
113 $15,000
Q2 2021

Aug 13, 2021
BUY
$136.19 - $145.71 $23,969 - $25,644
176 New
176 $25,000

Others Institutions Holding VOE

# of Institutions
1,106
Shares Held
68M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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