Marcum Wealth, LLC Vanguard Mid Cap Value Index F Transaction History
Marcum Wealth, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Marcum Wealth, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Marcum Wealth, LLC holds 4,699 shares of VOE stock, worth $775,194. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,699
Previous 3,779
24.35%
Holding current value
$775,194
Previous $633,000
20.06%
% of portfolio
0.07%
Previous 0.06%
Shares
18 transactions
Others Institutions Holding VOE
# of Institutions
1,187Shares Held
71.7MCall Options Held
25.9KPut Options Held
1.8K-
Morgan Stanley New York, NY4.67MShares$770 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$744 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$648 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$527 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$508 Million0.04% of portfolio