Schwallier Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History
Schwallier Wealth Management LLC
- $123 Billion
- Q2 2024
A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 6,698 shares of VOE stock, worth $1.12 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
6,698
Previous 7,262
7.77%
Holding current value
$1.12 Million
Previous $1.13 Billion
11.02%
% of portfolio
0.82%
Previous 0.91%
Shares
3 transactions
Others Institutions Holding VOE
# of Institutions
1,049Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$810 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$768 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$588 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$524 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$514 Million0.04% of portfolio