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

Intergy Private Wealth, LLC

  • $260 Million
  • Q3 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 6,940 shares of VOE stock, worth $1.18 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
6,940
Previous 6,621 4.82%
Holding current value
$1.18 Million
Previous $995,000 16.88%
% of portfolio
0.45%
Previous 0.41%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,107
Shares Held
68.2M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Intergy Private Wealth, LLC Portfolio

Follow Intergy Private Wealth, 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 Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email