First Purpose Wealth LLC Vanguard Mid Cap Value Index F Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, First Purpose Wealth LLC holds 2,600 shares of VOE stock, worth $452,841. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,600
Previous 2,600
-0.0%
Holding current value
$452,841
Previous $377,000
7.43%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding VOE
# of Institutions
1,252Shares Held
70.9MCall Options Held
39.3KPut Options Held
9.6K-
Morgan Stanley New York, NY4.61MShares$803 Million0.05% of portfolio
-
Assetmark, Inc4.26MShares$743 Million1.69% of portfolio
-
Betterment LLC New York, NY4.13MShares$720 Million1.45% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$532 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.74MShares$477 Million0.09% of portfolio