Smallwood Wealth Investment Management, LLC Vanguard Mid Cap Value Index F Transaction History

Smallwood Wealth Investment Management, LLC

  • $126 Million
  • Q2 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 42,222 shares of VOE stock, worth $6.67 Million. This represents 5.02% of its overall portfolio holdings.

Number of Shares
42,222
Previous 41,641 1.4%
Holding current value
$6.67 Million
Previous $6.49 Million 2.17%
% of portfolio
5.02%
Previous 5.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$146.82 - $155.77 $85,302 - $90,502
581 Added 1.4%
42,222 $6.35 Million
Q1 2024

Apr 24, 2024
BUY
$141.07 - $155.91 $25,533 - $28,219
181 Added 0.44%
41,641 $6.49 Million
Q4 2023

Jan 23, 2024
BUY
$124.27 - $145.8 $116,440 - $136,614
937 Added 2.31%
41,460 $6.01 Million
Q3 2023

Oct 31, 2023
BUY
$130.77 - $144.24 $83,954 - $92,602
642 Added 1.61%
40,523 $5.31 Million
Q2 2023

Jul 17, 2023
SELL
$127.92 - $138.38 $96,067 - $103,923
-751 Reduced 1.85%
39,881 $5.52 Million
Q1 2023

Apr 25, 2023
SELL
$126.74 - $147.12 $8,111 - $9,415
-64 Reduced 0.16%
40,632 $5.45 Million
Q4 2022

Feb 14, 2023
BUY
$132.21 - $142.75 $162,750 - $175,725
1,231 Added 3.12%
40,696 $5.5 Million
Q3 2022

Nov 14, 2022
BUY
N/A
1,935 Added 5.16%
39,465 $4.81 Million
Q2 2022

Aug 08, 2022
BUY
N/A
845 Added 2.3%
37,530 $4.86 Million
Q1 2022

Apr 21, 2022
BUY
N/A
820 Added 2.29%
36,685 $5.49 Million
Q4 2021

Apr 05, 2022
BUY
N/A
35,865 New
35,865 $5.39 Million

Others Institutions Holding VOE

# of Institutions
1,028
Shares Held
65.8M
Call Options Held
40.7K
Put Options Held
1.3K
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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