Lutz Financial Services LLC Vanguard Mid Cap Value Index F Transaction History

Lutz Financial Services LLC

  • $1.15 Billion
  • Q2 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Lutz Financial Services LLC holds 73,850 shares of VOE stock, worth $12.3 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
73,850
Previous 79,908 7.58%
Holding current value
$12.3 Million
Previous $12.5 Million 10.83%
% of portfolio
0.97%
Previous 1.09%

Shares

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

Jul 29, 2024
SELL
$146.82 - $155.77 $889,435 - $943,654
-6,058 Reduced 7.58%
73,850 $11.1 Million
Q1 2024

May 03, 2024
SELL
$141.07 - $155.91 $139,095 - $153,727
-986 Reduced 1.22%
79,908 $12.5 Million
Q4 2023

Feb 07, 2024
BUY
$124.27 - $145.8 $1.41 Million - $1.65 Million
11,337 Added 16.3%
80,894 $11.7 Million
Q3 2023

Nov 03, 2023
SELL
$130.77 - $144.24 $158,754 - $175,107
-1,214 Reduced 1.72%
69,557 $9.11 Million
Q2 2023

Aug 07, 2023
SELL
$127.92 - $138.38 $313,915 - $339,584
-2,454 Reduced 3.35%
70,771 $9.79 Million
Q1 2023

May 01, 2023
BUY
$126.74 - $147.12 $820,388 - $952,307
6,473 Added 9.7%
73,225 $9.82 Million
Q4 2022

Feb 06, 2023
BUY
$122.51 - $142.75 $66,155 - $77,085
540 Added 0.82%
66,752 $9.03 Million
Q3 2022

Oct 21, 2022
SELL
$121.77 - $145.8 $683,373 - $818,229
-5,612 Reduced 7.81%
66,212 $8.06 Million
Q2 2022

Jul 20, 2022
BUY
$126.2 - $153.17 $791,526 - $960,682
6,272 Added 9.57%
71,824 $9.3 Million
Q1 2022

Apr 25, 2022
BUY
$140.72 - $152.6 $285,098 - $309,167
2,026 Added 3.19%
65,552 $9.81 Million
Q4 2021

Jan 19, 2022
SELL
$140.47 - $150.69 $185,982 - $199,513
-1,324 Reduced 2.04%
63,526 $9.55 Million
Q3 2021

Oct 27, 2021
BUY
$135.17 - $146.62 $839,946 - $911,096
6,214 Added 10.6%
64,850 $9.05 Million
Q2 2021

Jul 26, 2021
SELL
$136.19 - $145.71 $447,111 - $478,365
-3,283 Reduced 5.3%
58,636 $8.24 Million
Q1 2021

Apr 27, 2021
SELL
$116.81 - $138.13 $139,471 - $164,927
-1,194 Reduced 1.89%
61,919 $8.35 Million
Q4 2020

Feb 12, 2021
SELL
$100.82 - $119.56 $106,465 - $126,255
-1,056 Reduced 1.65%
63,113 $7.51 Million
Q3 2020

Nov 05, 2020
SELL
$93.59 - $106.12 $6,270 - $7,110
-67 Reduced 0.1%
64,169 $6.51 Million
Q2 2020

Jul 28, 2020
SELL
$75.66 - $107.24 $4.99 Million - $7.07 Million
-65,938 Reduced 50.65%
64,236 $6.15 Million
Q1 2020

Apr 27, 2020
BUY
$68.69 - $121.9 $7.04 Million - $12.5 Million
102,528 Added 370.86%
130,174 $10.6 Million
Q4 2019

Feb 03, 2020
BUY
$108.67 - $119.8 $13,801 - $15,214
127 Added 0.46%
27,646 $3.3 Million
Q3 2019

Oct 31, 2019
BUY
$112.16 - $114.13 $293,971 - $299,134
2,621 Added 10.53%
27,519 $3.11 Million
Q2 2019

Aug 13, 2019
BUY
N/A
833 Added 3.46%
24,898 $2.77 Million
Q1 2019

May 06, 2019
SELL
N/A
-1,463 Reduced 5.73%
24,065 $2.6 Million
Q4 2018

Feb 13, 2019
BUY
N/A
25,528 New
25,528 $2.43 Million

Others Institutions Holding VOE

# of Institutions
1,049
Shares Held
68.1M
Call Options Held
32.8K
Put Options Held
400
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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