Investments & Financial Planning, LLC Vanguard Mid Cap Value Index F Transaction History

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 2,778 shares of VOE stock, worth $475,593. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,778
Previous 3,256 14.68%
Holding current value
$475,593
Previous $489,000 4.91%
% of portfolio
0.29%
Previous 0.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$149.02 - $167.67 $71,231 - $80,146
-478 Reduced 14.68%
2,778 $465,000
Q2 2024

Jul 18, 2024
SELL
$146.82 - $155.77 $293 - $311
-2 Reduced 0.06%
3,256 $489,000
Q1 2024

May 03, 2024
SELL
$141.07 - $155.91 $31,458 - $34,767
-223 Reduced 6.41%
3,258 $507,000
Q4 2023

Jan 18, 2024
SELL
$124.27 - $145.8 $3.27 Million - $3.84 Million
-26,323 Reduced 88.32%
3,481 $504,000
Q3 2023

Oct 18, 2023
SELL
$130.77 - $144.24 $27,984 - $30,867
-214 Reduced 0.71%
29,804 $3.9 Million
Q2 2023

Jul 18, 2023
SELL
$127.92 - $138.38 $233,070 - $252,128
-1,822 Reduced 5.72%
30,018 $4.15 Million
Q1 2023

May 02, 2023
SELL
$126.74 - $147.12 $444,477 - $515,949
-3,507 Reduced 9.92%
31,840 $4.27 Million
Q4 2022

Feb 28, 2023
SELL
$122.51 - $142.75 $2,940 - $3,426
-24 Reduced 0.07%
35,347 $4.78 Million
Q2 2022

Aug 11, 2022
SELL
$126.2 - $153.17 $216,306 - $262,533
-1,714 Reduced 4.62%
35,371 $4.58 Million
Q1 2022

May 09, 2022
BUY
$140.72 - $152.6 $117,923 - $127,878
838 Added 2.31%
37,085 $5.55 Million
Q4 2021

Feb 11, 2022
BUY
$140.47 - $150.69 $5.09 Million - $5.46 Million
36,247 New
36,247 $5.38 Million

Others Institutions Holding VOE

# of Institutions
1,081
Shares Held
68.3M
Call Options Held
30.6K
Put Options Held
400
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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