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 $1.84 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
12,379
Previous 12,550
1.36%
Holding current value
$1.84 Million
Previous $1.63 Million
7.26%
% of portfolio
2.49%
Previous 2.33%
Shares
13 transactions
Others Institutions Holding VOE
# of Institutions
1,028Shares Held
65.7MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$807 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$660 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$502 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$458 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$443 Million0.11% of portfolio