Old North State Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Old North State Wealth Management, LLC
- $178 Billion
- Q4 2024
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 2,762 shares of VOE stock, worth $457,442. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,762
Previous 2,271
21.62%
Holding current value
$457,442
Previous $382 Million
17.33%
% of portfolio
0.25%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding VOE
# of Institutions
1,140Shares Held
69.8MCall Options Held
31KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$775 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$759 Million0.06% of portfolio
-
Assetmark, Inc3.93MShares$651 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$528 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$510 Million0.04% of portfolio