Falcon Wealth Planning Vanguard Mid Cap Value Index F Transaction History

Falcon Wealth Planning

  • $631 Million
  • Q1 2024

A detailed history of Falcon Wealth Planning transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Falcon Wealth Planning holds 197,018 shares of VOE stock, worth $29.5 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares
197,018
Previous 208,155 5.35%
Holding current value
$29.5 Million
Previous $30.2 Million 1.77%
% of portfolio
4.87%
Previous 5.28%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$141.07 - $155.91 $1.57 Million - $1.74 Million
-11,137 Reduced 5.35%
197,018 $30.7 Million
Q4 2023

Jan 10, 2024
BUY
$124.27 - $145.8 $770,971 - $904,543
6,204 Added 3.07%
208,155 $30.2 Million
Q3 2023

Oct 05, 2023
BUY
$130.77 - $144.24 $1.76 Million - $1.95 Million
13,490 Added 7.16%
201,951 $26.4 Million
Q2 2023

Jul 13, 2023
BUY
$127.92 - $138.38 $1.79 Million - $1.93 Million
13,968 Added 8.0%
188,461 $26.1 Million
Q1 2023

May 15, 2023
BUY
$126.74 - $147.12 $1.96 Million - $2.28 Million
15,497 Added 9.75%
174,493 $23.4 Million
Q4 2022

Jan 20, 2023
BUY
$132.21 - $142.75 $2.3 Million - $2.48 Million
17,386 Added 12.28%
158,996 $0
Q3 2022

Nov 10, 2022
BUY
N/A
14,685 Added 11.57%
141,610 $17.2 Million
Q2 2022

Jul 20, 2022
BUY
N/A
4,352 Added 3.55%
126,925 $16.4 Million
Q1 2022

May 05, 2022
BUY
N/A
12,952 Added 11.82%
122,573 $18.3 Million
Q4 2021

Jan 24, 2022
BUY
N/A
7,750 Added 7.61%
109,621 $16.5 Million
Q3 2021

Oct 19, 2021
BUY
N/A
13,311 Added 15.03%
101,871 $14.2 Million
Q2 2021

Aug 10, 2021
BUY
N/A
3,911 Added 4.62%
88,560 $12.4 Million
Q1 2021

Apr 20, 2021
BUY
N/A
4,201 Added 5.22%
84,649 $11.4 Million
Q4 2020

Feb 01, 2021
BUY
N/A
80,448 New
80,448 $9.57 Million

Others Institutions Holding VOE

# of Institutions
1,029
Shares Held
65.8M
Call Options Held
40.7K
Put Options Held
1.3K
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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