Lumature Wealth Partners, LLC Vanguard Mid Cap Value Index F Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 18,037 shares of VOE stock, worth $3.14 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

18,037

Previous 16,920 6.6%

Holding current value

$3.14 Million

Previous $2.27 Million 10.01%

% of portfolio

1.49%

Previous 1.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$127.92 - $138.38 $142,886 - $154,570	1,117 Added 6.6%	18,037 $2.5 Million
Q1 2023 May 15, 2023	SELL	$126.74 - $147.12 $43,598 - $50,609	-344 Reduced 1.99%	16,920 $2.27 Million
Q4 2022 Feb 14, 2023	BUY	$122.51 - $142.75 $59,539 - $69,376	486 Added 2.9%	17,264 $2.33 Million
Q3 2022 Nov 10, 2022	BUY	$121.77 - $145.8 $39,209 - $46,947	322 Added 1.96%	16,778 $2.04 Million
Q2 2022 Aug 10, 2022	BUY	$126.2 - $153.17 $101,969 - $123,761	808 Added 5.16%	16,456 $2.13 Million
Q1 2022 May 13, 2022	BUY	$140.72 - $152.6 $1,688 - $1,831	12 Added 0.08%	15,648 $2.34 Million
Q4 2021 Feb 10, 2022	BUY	$140.47 - $150.69 $181,487 - $194,691	1,292 Added 9.01%	15,636 $2.35 Million
Q3 2021 Oct 29, 2021	BUY	$135.17 - $146.62 $173,017 - $187,673	1,280 Added 9.8%	14,344 $2 Million
Q2 2021 Aug 10, 2021	BUY	$136.19 - $145.71 $110,450 - $118,170	811 Added 6.62%	13,064 $1.84 Million
Q1 2021 May 11, 2021	BUY	$116.81 - $138.13 $488,616 - $577,797	4,183 Added 51.83%	12,253 $1.65 Million
Q4 2020 Feb 08, 2021	BUY	$100.82 - $119.56 $813,617 - $964,849	8,070 New	8,070 $960,000

Others Institutions Holding VOE

# of Institutions

1,252

Shares Held

71.2M

Call Options Held

37.3K

Put Options Held

9.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Lumature Wealth Partners, LLC Vanguard Mid Cap Value Index F Transaction History