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 $474,426. This represents 0.29% of its overall portfolio holdings.
Number of Shares
2,778
Previous 3,256
14.68%
Holding current value
$474,426
Previous $489,000
4.91%
% of portfolio
0.29%
Previous 0.33%
Shares
11 transactions
Others Institutions Holding VOE
# of Institutions
1,105Shares Held
68.1MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$799 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$782 Million0.06% of portfolio
-
Assetmark, Inc3.65MShares$624 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$544 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$526 Million0.04% of portfolio