Ledge Wealth Management, Inc. Vanguard Mid Cap Value Index F Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 49,901 shares of VOE stock, worth $8.25 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

49,901

Previous 49,607 0.59%

Holding current value

$8.25 Million

Previous $6.5 Million 11.39%

% of portfolio

2.81%

Previous 2.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$124.27 - $145.8 $36,535 - $42,865	294 Added 0.59%	49,901 $7.24 Million
Q3 2023 Oct 23, 2023	BUY	$130.77 - $144.24 $133,385 - $147,124	1,020 Added 2.1%	49,607 $6.5 Million
Q2 2023 Jul 11, 2023	SELL	$127.92 - $138.38 $126,512 - $136,857	-989 Reduced 1.99%	48,587 $6.72 Million
Q1 2023 Apr 14, 2023	BUY	$126.74 - $147.12 $77,311 - $89,743	610 Added 1.25%	49,576 $6.65 Million
Q4 2022 Feb 02, 2023	BUY	$122.51 - $142.75 $445,078 - $518,610	3,633 Added 8.01%	48,966 $6.62 Million
Q3 2022 Oct 18, 2022	SELL	$121.77 - $145.8 $184,116 - $220,449	-1,512 Reduced 3.23%	45,333 $5.52 Million
Q2 2022 Jul 20, 2022	BUY	$126.2 - $153.17 $470,726 - $571,324	3,730 Added 8.65%	46,845 $6.07 Million
Q1 2022 May 10, 2022	BUY	$140.72 - $152.6 $6.07 Million - $6.58 Million	43,115 New	43,115 $6.45 Million

Others Institutions Holding VOE

# of Institutions

1,078

Shares Held

68.4M

Call Options Held

30.6K

Put Options Held

400

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Ledge Wealth Management, Inc. Vanguard Mid Cap Value Index F Transaction History