Forza Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Forza Wealth Management, LLC

$192 Billion
Q1 2024

A detailed history of Forza Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Forza Wealth Management, LLC holds 30,948 shares of VOE stock, worth $4.63 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares

30,948

Previous 31,048 0.32%

Holding current value

$4.63 Million

Previous $4.5 Billion 7.17%

% of portfolio

2.51%

Previous 2.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$141.07 - $155.91 $14,107 - $15,591	-100 Reduced 0.32%	30,948 $4.83 Billion
Q4 2023 Jan 24, 2024	SELL	$124.27 - $145.8 $689,201 - $808,606	-5,546 Reduced 15.16%	31,048 $4.5 Billion
Q3 2023 Oct 24, 2023	BUY	$130.77 - $144.24 $14,646 - $16,154	112 Added 0.31%	36,594 $4.79 Billion
Q2 2023 Jul 25, 2023	BUY	$127.92 - $138.38 $60,506 - $65,453	473 Added 1.31%	36,482 $5.05 Billion
Q1 2023 May 03, 2023	BUY	$126.74 - $147.12 $555,881 - $645,268	4,386 Added 13.87%	36,009 $4.83 Billion

Q4 2022 Feb 06, 2023	BUY	$132.21 - $142.75 $4.18 Million - $4.51 Million	31,623 New	31,623 $4.28 Billion

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

Ticker VOE
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Forza Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History