Sky Oak Wealth, LLC Vanguard Mid Cap Value Index F Transaction History
Sky Oak Wealth, LLC
- $417 Million
- Q1 2024
A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,013 shares of VOE stock, worth $300,943. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,013
Previous 2,967
32.15%
Holding current value
$300,943
Previous $430,000
27.21%
% of portfolio
0.08%
Previous 0.11%
Shares
17 transactions
Others Institutions Holding VOE
# of Institutions
1,026Shares Held
65.7MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$809 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$662 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$504 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$459 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$444 Million0.11% of portfolio