Ivc Wealth Advisors LLC Vanguard Mid Cap Value Index F Transaction History
Ivc Wealth Advisors LLC
- $173 Million
- Q1 2024
A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 19,133 shares of VOE stock, worth $2.86 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
19,133
Previous 17,728
7.93%
Holding current value
$2.86 Million
Previous $2.57 Million
16.07%
% of portfolio
1.73%
Previous 1.6%
Shares
14 transactions
Others Institutions Holding VOE
# of Institutions
1,026Shares Held
65.7MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$809 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$662 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$504 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$459 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$444 Million0.11% of portfolio