Legacy Wealth Planning, LLC Vanguard Mid Cap Value Index F Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 12,379 shares of VOE stock, worth $2.03 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

12,379

Previous 12,550 1.36%

Holding current value

$2.03 Million

Previous $1.63 Million 7.26%

% of portfolio

2.49%

Previous 2.33%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$121.77 - $145.8 $20,822 - $24,931	-171 Reduced 1.36%	12,379 $1.51 Million
Q2 2022 Jul 26, 2022	SELL	$126.2 - $153.17 $5,426 - $6,586	-43 Reduced 0.34%	12,550 $1.63 Million
Q1 2022 May 10, 2022	BUY	$140.72 - $152.6 $145,082 - $157,330	1,031 Added 8.92%	12,593 $1.89 Million
Q4 2021 Feb 14, 2022	BUY	$140.47 - $150.69 $102,121 - $109,551	727 Added 6.71%	11,562 $1.74 Million
Q3 2021 Nov 12, 2021	BUY	$135.17 - $146.62 $2,838 - $3,079	21 Added 0.19%	10,835 $1.51 Million
Q2 2021 Aug 16, 2021	BUY	$136.19 - $145.71 $37,997 - $40,653	279 Added 2.65%	10,814 $1.52 Million
Q1 2021 May 06, 2021	BUY	$116.81 - $138.13 $70,202 - $83,016	601 Added 6.05%	10,535 $1.42 Million
Q4 2020 Feb 12, 2021	BUY	$100.82 - $119.56 $35,791 - $42,443	355 Added 3.71%	9,934 $1.18 Million
Q3 2020 Nov 03, 2020	SELL	$93.59 - $106.12 $9,920 - $11,248	-106 Reduced 1.09%	9,579 $971,000
Q2 2020 Aug 17, 2020	BUY	$75.66 - $107.24 $673,903 - $955,186	8,907 Added 1144.86%	9,685 $927,000
Q1 2020 May 18, 2020	SELL	$68.69 - $121.9 $603,785 - $1.07 Million	-8,790 Reduced 91.87%	778 $778,000
Q1 2020 May 18, 2020	BUY	$68.69 - $121.9 $3,365 - $5,973	49 Added 0.51%	9,568 $778,000
Q4 2019 Feb 12, 2020	BUY	$108.67 - $119.8 $1.03 Million - $1.14 Million	9,519 New	9,519 $1.14 Million

Others Institutions Holding VOE

# of Institutions

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Legacy Wealth Planning, LLC Vanguard Mid Cap Value Index F Transaction History