A detailed history of Hb Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Hb Wealth Management, LLC holds 30,234 shares of VOE stock, worth $5.05 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
30,234
Previous 30,230 0.01%
Holding current value
$5.05 Million
Previous $4.71 Million 3.5%
% of portfolio
0.05%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$146.82 - $155.77 $587 - $623
4 Added 0.01%
30,234 $4.55 Million
Q1 2024

Apr 30, 2024

SELL
$141.07 - $155.91 $57,697 - $63,767
-409 Reduced 1.33%
30,230 $4.71 Million
Q4 2023

Jan 16, 2024

BUY
$124.27 - $145.8 $65,117 - $76,399
524 Added 1.74%
30,639 $4.44 Million
Q3 2023

Oct 13, 2023

SELL
$130.77 - $144.24 $22,623 - $24,953
-173 Reduced 0.57%
30,115 $3.94 Million
Q2 2023

Jul 13, 2023

BUY
$127.92 - $138.38 $4,605 - $4,981
36 Added 0.12%
30,288 $4.19 Million
Q1 2023

Apr 13, 2023

BUY
$126.74 - $147.12 $19,391 - $22,509
153 Added 0.51%
30,252 $4.06 Million
Q4 2022

Jan 20, 2023

SELL
$122.51 - $142.75 $40,060 - $46,679
-327 Reduced 1.07%
30,099 $0
Q3 2022

Oct 19, 2022

BUY
$121.77 - $145.8 $467,231 - $559,434
3,837 Added 14.43%
30,426 $3.71 Million
Q2 2022

Jul 15, 2022

SELL
$126.2 - $153.17 $1.12 Million - $1.36 Million
-8,889 Reduced 25.05%
26,589 $3.44 Million
Q1 2022

May 16, 2022

BUY
$140.72 - $152.6 $1.69 Million - $1.84 Million
12,037 Added 51.35%
35,478 $5.31 Million
Q4 2021

Feb 15, 2022

BUY
$140.47 - $150.69 $3.29 Million - $3.53 Million
23,441 New
23,441 $3.52 Million

Others Institutions Holding VOE

About VANGUARD MID-CAP VALUE INDEX F


  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.