Liberty Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	SELL	$124.27 - $145.8 $572,263 - $671,409	-4,605 Reduced 98.8%	56 $8,000
Q3 2023 Nov 13, 2023	BUY	$130.77 - $144.24 $11,376 - $12,548	87 Added 1.9%	4,661 $610,000
Q2 2023 Aug 10, 2023	BUY	$127.92 - $138.38 $127 - $138	1 Added 0.02%	4,574 $632,000
Q1 2023 May 03, 2023	BUY	$126.74 - $147.12 $579,582 - $672,779	4,573 New	4,573 $613,000
Q4 2021 Feb 15, 2022	SELL	$140.47 - $150.69 $842 - $904	-6 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$136.19 - $145.71 $115,080 - $123,124	-845 Reduced 99.29%	6 $1,000
Q2 2021 Aug 13, 2021	BUY	$136.19 - $145.71 $115,897 - $123,999	851 New	851 $6,000
Q1 2020 Apr 27, 2020	SELL	$68.69 - $121.9 $4,258 - $7,557	-62 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$108.67 - $119.8 $108 - $119	1 Added 1.64%	62 $7,000
Q2 2019 Jul 30, 2019	BUY	N/A	61 New	61 $7,000

Others Institutions Holding VOE

# of Institutions

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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