Holos Integrated Wealth LLC Vanguard Mid Cap Value Index F Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 695 shares of VOE stock, worth $116,732. This represents 0.07% of its overall portfolio holdings.
Number of Shares
695
Previous 695
-0.0%
Holding current value
$116,732
Previous $112 Million
0.76%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding VOE
# of Institutions
1,222Shares Held
70MCall Options Held
42.8KPut Options Held
1.3K-
Morgan Stanley New York, NY4.57MShares$768 Million0.05% of portfolio
-
Betterment LLC New York, NY4.29MShares$721 Million1.63% of portfolio
-
Assetmark, Inc4.26MShares$716 Million1.69% of portfolio
-
Royal Bank Of Canada Toronto, A63.26MShares$548 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$517 Million0.04% of portfolio