Lwm Advisors Inc Vanguard Mid Cap Value Index F Transaction History
Lwm Advisors Inc
- $97.3 Billion
- Q1 2025
A detailed history of Lwm Advisors Inc transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Lwm Advisors Inc holds 1,896 shares of VOE stock, worth $295,150. This represents 0.31% of its overall portfolio holdings.
Number of Shares
1,896
Previous 1,472
28.8%
Holding current value
$295,150
Previous $238 Million
26.78%
% of portfolio
0.31%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,204Shares Held
70.5MCall Options Held
42.8KPut Options Held
1.3K-
Morgan Stanley New York, NY4.57MShares$712 Million0.05% of portfolio
-
Betterment LLC New York, NY4.29MShares$668 Million1.63% of portfolio
-
Assetmark, Inc4.1MShares$639 Million1.82% of portfolio
-
Royal Bank Of Canada Toronto, A63.26MShares$508 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$479 Million0.04% of portfolio