Schwallier Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 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 6,580 shares of VOE stock, worth $1.07 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
6,580
Previous 7,139 7.83%
Holding current value
$1.07 Million
Previous $1.2 Billion 11.07%
% of portfolio
0.81%
Previous 0.86%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$160.89 - $176.18 $89,937 - $98,484
-559 Reduced 7.83%
6,580 $1.06 Billion
Q3 2024

Nov 07, 2024
BUY
$149.02 - $167.67 $65,717 - $73,942
441 Added 6.58%
7,139 $1.2 Billion
Q2 2024

Aug 13, 2024
SELL
$146.82 - $155.77 $82,806 - $87,854
-564 Reduced 7.77%
6,698 $1.01 Billion
Q1 2024

May 14, 2024
SELL
$141.07 - $155.91 $381,312 - $421,424
-2,703 Reduced 27.12%
7,262 $1.13 Billion
Q4 2023

Feb 14, 2024
BUY
$124.27 - $145.8 $1.24 Million - $1.45 Million
9,965 New
9,965 $1.44 Billion

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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