Investments & Financial Planning, LLC Vanguard Mid Cap Value Index F Transaction History
Investments & Financial Planning, LLC
- $149 Million
- Q2 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 3,256 shares of VOE stock, worth $544,110. This represents 0.33% of its overall portfolio holdings.
Number of Shares
3,256
Previous 3,258
0.06%
Holding current value
$544,110
Previous $507,000
3.55%
% of portfolio
0.33%
Previous 0.35%
Shares
10 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$809 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$767 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$587 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$523 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$514 Million0.04% of portfolio