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 $513,088. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,296
Previous 2,762
19.33%
Holding current value
$513,088
Previous $448 Million
18.4%
% of portfolio
0.3%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding VOE
# of Institutions
1,199Shares Held
70.4MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$727 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$702 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$612 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$498 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$480 Million0.04% of portfolio