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 $2.15 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
12,379
Previous 12,550
1.36%
Holding current value
$2.15 Million
Previous $1.63 Million
7.26%
% of portfolio
2.49%
Previous 2.33%
Shares
13 transactions
Others Institutions Holding VOE
# of Institutions
1,258Shares Held
73MCall Options Held
30.9KPut Options Held
7.7K-
Morgan Stanley New York, NY4.76MShares$827 Million0.05% of portfolio
-
Assetmark, Inc4.41MShares$767 Million1.69% of portfolio
-
Betterment LLC New York, NY4.02MShares$699 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$528 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.64MShares$459 Million0.09% of portfolio