Levy Wealth Management Group, LLC Vanguard Mid Cap Value Index F Transaction History

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 1,662 shares of VOE stock, worth $289,470. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,662
Previous 1,673 0.66%
Holding current value
$289,470
Previous $260,000 3.85%
% of portfolio
0.06%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$146.82 - $155.77 $1,615 - $1,713
-11 Reduced 0.66%
1,662 $250,000
Q4 2023

Jan 23, 2024
BUY
$124.27 - $145.8 $1,615 - $1,895
13 Added 0.78%
1,673 $242,000
Q3 2023

Oct 24, 2023
BUY
$130.77 - $144.24 $3,530 - $3,894
27 Added 1.65%
1,660 $217,000
Q2 2023

Jul 21, 2023
BUY
$127.92 - $138.38 $1,151 - $1,245
9 Added 0.55%
1,633 $225,000
Q1 2023

May 04, 2023
BUY
$126.74 - $147.12 $8,618 - $10,004
68 Added 4.37%
1,624 $217,000
Q4 2022

Feb 08, 2023
BUY
$122.51 - $142.75 $190,625 - $222,119
1,556 New
1,556 $210,000
Q2 2022

Jul 27, 2022
SELL
$126.2 - $153.17 $219,714 - $266,668
-1,741 Closed
0 $0
Q1 2022

May 05, 2022
BUY
$140.72 - $152.6 $985 - $1,068
7 Added 0.4%
1,741 $261,000
Q4 2021

Feb 10, 2022
BUY
$140.47 - $150.69 $1,123 - $1,205
8 Added 0.46%
1,734 $261,000
Q3 2021

Oct 26, 2021
SELL
$135.17 - $146.62 $3,784 - $4,105
-28 Reduced 1.6%
1,726 $241,000
Q2 2021

Aug 10, 2021
SELL
$136.19 - $145.71 $3,132 - $3,351
-23 Reduced 1.29%
1,754 $246,000
Q1 2021

May 10, 2021
BUY
$116.81 - $138.13 $700 - $828
6 Added 0.34%
1,777 $240,000
Q4 2020

Feb 10, 2021
BUY
$100.82 - $119.56 $178,552 - $211,740
1,771 New
1,771 $211,000

Others Institutions Holding VOE

# of Institutions
1,105
Shares Held
68.1M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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