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 $425,412. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,600
Previous 2,600 -0.0%
Holding current value
$425,412
Previous $377,000 7.43%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
SELL
$122.51 - $142.75 $32,465 - $37,828
-265 Reduced 9.25%
2,600 $0
Q3 2022

Oct 24, 2022
BUY
$121.77 - $145.8 $32,269 - $38,637
265 Added 10.19%
2,865 $349,000
Q4 2021

Feb 24, 2022
BUY
$140.47 - $150.69 $365,222 - $391,794
2,600 New
2,600 $391,000

Others Institutions Holding VOE

# of Institutions
1,107
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
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email