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

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,305 shares of VOE stock, worth $539,772. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,305
Previous 3,162 4.52%
Holding current value
$539,772
Previous $475,000 16.63%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$149.02 - $167.67 $21,309 - $23,976
143 Added 4.52%
3,305 $554,000
Q2 2024

Aug 09, 2024
SELL
$146.82 - $155.77 $12,626 - $13,396
-86 Reduced 2.65%
3,162 $475,000
Q1 2024

Apr 19, 2024
BUY
$141.07 - $155.91 $213,015 - $235,424
1,510 Added 86.88%
3,248 $506,000
Q4 2023

Jan 11, 2024
BUY
$124.27 - $145.8 $25,972 - $30,472
209 Added 13.67%
1,738 $252,000
Q3 2023

Oct 25, 2023
SELL
$130.77 - $144.24 $11,507 - $12,693
-88 Reduced 5.44%
1,529 $200,000
Q2 2023

Aug 08, 2023
SELL
$127.92 - $138.38 $65,622 - $70,988
-513 Reduced 24.08%
1,617 $223,000
Q1 2023

Apr 26, 2023
BUY
$126.74 - $147.12 $15,082 - $17,507
119 Added 5.92%
2,130 $285,000
Q4 2022

Feb 02, 2023
BUY
$122.51 - $142.75 $3,552 - $4,139
29 Added 1.46%
2,011 $271,000
Q3 2022

Oct 13, 2022
SELL
$121.77 - $145.8 $11,689 - $13,996
-96 Reduced 4.62%
1,982 $242,000
Q2 2022

Jul 22, 2022
BUY
$126.2 - $153.17 $34,831 - $42,274
276 Added 15.32%
2,078 $269,000
Q1 2022

May 10, 2022
SELL
$140.72 - $152.6 $56,850 - $61,650
-404 Reduced 18.31%
1,802 $270,000
Q4 2020

Jan 22, 2021
BUY
$100.82 - $119.56 $222,408 - $263,749
2,206 New
2,206 $262,000
Q1 2020

Apr 10, 2020
SELL
$68.69 - $121.9 $243,162 - $431,526
-3,540 Closed
0 $0
Q1 2019

Apr 10, 2019
SELL
N/A
-394 Reduced 10.02%
3,540 $382,000
Q3 2018

Oct 09, 2018
SELL
N/A
-5,300 Reduced 57.4%
3,934 $445,000
Q2 2018

Jul 13, 2018
SELL
N/A
-66 Reduced 0.71%
9,234 $1.02 Million
Q1 2018

May 25, 2018
SELL
N/A
-18 Reduced 0.19%
9,300 $1.02 Million
Q1 2018

Apr 20, 2018
BUY
N/A
84 Added 0.91%
9,318 $1.04 Million
Q4 2017

Jan 18, 2018
SELL
N/A
-400 Reduced 4.15%
9,234 $1.03 Million
Q3 2017

Oct 13, 2017
BUY
N/A
9,634
9,634 $1.02 Million

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
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