New England Professional Planning Group Inc. Vanguard Mid Cap Value Index F Transaction History

New England Professional Planning Group Inc.

$192 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 12, 2020	SELL	N/A	-2,225 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	N/A	-266 Reduced 10.68%	2,225 $233,000
Q4 2017 Feb 13, 2018	BUY	N/A	2,491	2,491 $281,000

Others Institutions Holding VOE

# of Institutions

1,028

Shares Held

65.7M

Call Options Held

40.7K

Put Options Held

1.3K

Betterment LLC New York, NY

5.41M
Shares

$807 Million
2.27% of portfolio
Morgan Stanley New York, NY

4.43M
Shares

$660 Million
0.06% of portfolio
Assetmark, Inc

3.37M
Shares

$502 Million
1.72% of portfolio
Bank Of America Corp Charlotte, NC

3.07M
Shares

$458 Million
0.05% of portfolio
Royal Bank Of Canada Toronto, A6

2.97M
Shares

$443 Million
0.11% of portfolio

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