Old North State Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Old North State Wealth Management, LLC

  • $180 Billion
  • Q1 2025

A detailed history of Old North State Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 3,296 shares of VOE stock, worth $533,952. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,296
Previous 2,762 19.33%
Holding current value
$533,952
Previous $448 Million 18.4%
% of portfolio
0.3%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$156.61 - $168.02 $83,629 - $89,722
534 Added 19.33%
3,296 $531 Million
Q4 2024

Jan 27, 2025
BUY
$160.89 - $176.18 $78,996 - $86,504
491 Added 21.62%
2,762 $448 Million
Q3 2024

Oct 29, 2024
BUY
$149.02 - $167.67 $71,827 - $80,816
482 Added 26.94%
2,271 $382 Million
Q2 2024

Oct 29, 2024
BUY
$146.82 - $155.77 $262,660 - $278,672
1,789 New
1,789 $270 Million

Others Institutions Holding VOE

# of Institutions
1,206
Shares Held
70.6M
Call Options Held
42.8K
Put Options Held
2.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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