Plante Moran Financial Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,128 shares of VOE stock, worth $353,077. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,128

Previous 2,128 -0.0%

Holding current value

$353,077

Previous $320,000 11.25%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$146.82 - $155.77 $14,975 - $15,888	-102 Reduced 4.57%	2,128 $320,000
Q1 2024 May 09, 2024	SELL	$141.07 - $155.91 $7,899 - $8,730	-56 Reduced 2.45%	2,230 $347,000
Q3 2023 Nov 07, 2023	SELL	$130.77 - $144.24 $1,700 - $1,875	-13 Reduced 0.57%	2,286 $299,000
Q2 2023 Aug 07, 2023	SELL	$127.92 - $138.38 $51,551 - $55,767	-403 Reduced 14.91%	2,299 $318,000
Q1 2023 May 08, 2023	BUY	$126.74 - $147.12 $342,451 - $397,518	2,702 New	2,702 $362,000
Q4 2021 Feb 09, 2022	SELL	$140.47 - $150.69 $117,292 - $125,826	-835 Closed	0 $0
Q3 2021 Nov 08, 2021	SELL	$135.17 - $146.62 $5,677 - $6,158	-42 Reduced 4.79%	835 $117,000
Q2 2021 Aug 10, 2021	BUY	$136.19 - $145.71 $1,498 - $1,602	11 Added 1.27%	877 $124,000
Q1 2021 May 13, 2021	SELL	$116.81 - $138.13 $1,401 - $1,657	-12 Reduced 1.37%	866 $117,000
Q4 2020 Feb 09, 2021	BUY	$100.82 - $119.56 $1,109 - $1,315	11 Added 1.27%	878 $104,000
Q3 2020 Nov 12, 2020	BUY	$93.59 - $106.12 $1,778 - $2,016	19 Added 2.24%	867 $88,000
Q2 2020 Aug 10, 2020	BUY	$75.66 - $107.24 $605 - $857	8 Added 0.95%	848 $81,000
Q1 2020 May 07, 2020	BUY	$68.69 - $121.9 $2,266 - $4,022	33 Added 4.09%	840 $68,000
Q4 2019 Feb 14, 2020	BUY	$108.67 - $119.8 $1,304 - $1,437	12 Added 1.51%	807 $96,000
Q3 2019 Nov 13, 2019	BUY	$112.16 - $114.13 $89,167 - $90,733	795 New	795 $0
Q1 2019 May 13, 2019	SELL	N/A	-550 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	N/A	550 New	550 $52,000

Others Institutions Holding VOE

# of Institutions

1,124

Shares Held

68.8M

Call Options Held

31K

Put Options Held

1.8K

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About VANGUARD MID-CAP VALUE INDEX F

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Plante Moran Financial Advisors, LLC Vanguard Mid Cap Value Index F Transaction History