Intergy Private Wealth, LLC Vanguard Mid Cap Value Index F Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 6,621 shares of VOE stock, worth $1.07 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
6,621
Previous 6,270
5.6%
Holding current value
$1.07 Million
Previous $977,000
1.84%
% of portfolio
0.41%
Previous 0.4%
Shares
11 transactions
Others Institutions Holding VOE
# of Institutions
1,049Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$781 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$740 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$567 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$506 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$496 Million0.04% of portfolio