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

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 116,967 shares of VOE stock, worth $18.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

116,967

Previous 172,065 32.02%

Holding current value

$18.2 Million

Previous $27.8 Million 32.54%

% of portfolio

0.16%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$156.61 - $168.02 $8.63 Million - $9.26 Million	-55,098 Reduced 32.02%	116,967 $18.8 Million
Q4 2024 Feb 07, 2025	BUY	$160.89 - $176.18 $27.1 Million - $29.7 Million	168,604 Added 4871.54%	172,065 $27.8 Million
Q3 2024 Oct 21, 2024	SELL	$149.02 - $167.67 $7,301 - $8,215	-49 Reduced 1.4%	3,461 $580,000
Q2 2024 Jul 15, 2024	BUY	$146.82 - $155.77 $23,197 - $24,611	158 Added 4.71%	3,510 $528,000
Q1 2024 Apr 30, 2024	SELL	$141.07 - $155.91 $2,821 - $3,118	-20 Reduced 0.59%	3,352 $522,000
Q4 2023 Jan 25, 2024	BUY	$124.27 - $145.8 $24,356 - $28,576	196 Added 6.17%	3,372 $488,000
Q3 2023 Nov 08, 2023	SELL	$130.77 - $144.24 $20,007 - $22,068	-153 Reduced 4.6%	3,176 $415,000
Q2 2023 Aug 08, 2023	BUY	$127.92 - $138.38 $13,431 - $14,529	105 Added 3.26%	3,329 $460,000
Q1 2023 Apr 24, 2023	BUY	$126.74 - $147.12 $32,445 - $37,662	256 Added 8.63%	3,224 $432,000
Q4 2022 Jan 17, 2023	BUY	$122.51 - $142.75 $363,609 - $423,682	2,968 New	2,968 $0
Q2 2021 Jul 27, 2021	SELL	$136.19 - $145.71 $210,413 - $225,121	-1,545 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$116.81 - $138.13 $180,471 - $213,410	1,545 New	1,545 $208,000
Q2 2020 Aug 11, 2020	SELL	$75.66 - $107.24 $220,170 - $312,068	-2,910 Closed	0 $0
Q1 2020 May 11, 2020	SELL	$68.69 - $121.9 $4,327 - $7,679	-63 Reduced 2.12%	2,910 $237,000
Q4 2019 Feb 13, 2020	SELL	$108.67 - $119.8 $10,867 - $11,980	-100 Reduced 3.25%	2,973 $354,000
Q3 2019 Oct 22, 2019	BUY	$112.16 - $114.13 $344,667 - $350,721	3,073 New	3,073 $347,000

Others Institutions Holding VOE

# of Institutions

1,199

Shares Held

70.4M

Call Options Held

25.6K

Put Options Held

1.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

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