Intergy Private Wealth, LLC Vanguard Mid Cap Value Index F Transaction History

Intergy Private Wealth, LLC

$290 Million
Q2 2025

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 7,151 shares of VOE stock, worth $1.2 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

7,151

Previous 6,996 2.22%

Holding current value

$1.2 Million

Previous $1.11 Million 5.76%

% of portfolio

0.41%

Previous 0.43%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$141.87 - $164.49 $21,989 - $25,495	155 Added 2.22%	7,151 $1.18 Million
Q1 2025 Apr 11, 2025	SELL	$156.61 - $168.02 $12,685 - $13,609	-81 Reduced 1.14%	6,996 $1.11 Million
Q4 2024 Jan 23, 2025	BUY	$160.89 - $176.18 $22,041 - $24,136	137 Added 1.97%	7,077 $1.14 Million
Q3 2024 Oct 17, 2024	BUY	$149.02 - $167.67 $47,537 - $53,486	319 Added 4.82%	6,940 $1.16 Million
Q2 2024 Jul 15, 2024	BUY	$146.82 - $155.77 $51,533 - $54,675	351 Added 5.6%	6,621 $995,000
Q1 2024 Apr 24, 2024	BUY	$141.07 - $155.91 $20,878 - $23,074	148 Added 2.42%	6,270 $977,000
Q4 2023 Jan 11, 2024	BUY	$124.27 - $145.8 $20,753 - $24,348	167 Added 2.8%	6,122 $887,000
Q3 2023 Oct 19, 2023	BUY	$130.77 - $144.24 $1,176 - $1,298	9 Added 0.15%	5,955 $779,000
Q2 2023 Aug 11, 2023	BUY	$127.92 - $138.38 $37,096 - $40,130	290 Added 5.13%	5,946 $822,000
Q1 2023 May 03, 2023	BUY	$126.74 - $147.12 $51,456 - $59,730	406 Added 7.73%	5,656 $758,000
Q4 2022 Jan 18, 2023	BUY	$122.51 - $142.75 $86,002 - $100,210	702 Added 15.44%	5,250 $0
Q3 2022 Oct 18, 2022	BUY	$121.77 - $145.8 $84,143 - $100,747	691 Added 17.92%	4,548 $554,000
Q2 2022 Jul 13, 2022	BUY	$126.2 - $153.17 $62,469 - $75,819	495 Added 14.72%	3,857 $500,000
Q1 2022 Apr 25, 2022	BUY	$140.72 - $152.6 $155,214 - $168,317	1,103 Added 48.83%	3,362 $503,000
Q4 2021 Feb 17, 2022	BUY	$140.47 - $150.69 $317,321 - $340,408	2,259 New	2,259 $340,000

Others Institutions Holding VOE

# of Institutions

1,221

Shares Held

70.2M

Call Options Held

42.8K

Put Options Held

1.3K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Intergy Private Wealth, LLC Vanguard Mid Cap Value Index F Transaction History