Sterling Financial Planning, Inc. Vanguard Mid Cap Value Index F Transaction History

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 19,650 shares of VOE stock, worth $3.36 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
19,650
Previous 19,619 0.16%
Holding current value
$3.36 Million
Previous $2.95 Million 11.62%
% of portfolio
1.25%
Previous 1.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$149.02 - $167.67 $4,619 - $5,197
31 Added 0.16%
19,650 $3.29 Million
Q2 2024

Jul 30, 2024
SELL
$146.82 - $155.77 $188,370 - $199,852
-1,283 Reduced 6.14%
19,619 $2.95 Million
Q1 2024

May 06, 2024
SELL
$141.07 - $155.91 $37,947 - $41,939
-269 Reduced 1.27%
20,902 $3.26 Million
Q4 2023

Jan 31, 2024
BUY
$124.27 - $145.8 $13,048 - $15,309
105 Added 0.5%
21,171 $3.07 Million
Q3 2023

Nov 03, 2023
BUY
$130.77 - $144.24 $48,384 - $53,368
370 Added 1.79%
21,066 $2.76 Million
Q2 2023

Jul 28, 2023
SELL
$127.92 - $138.38 $27,119 - $29,336
-212 Reduced 1.01%
20,696 $2.86 Million
Q1 2023

May 03, 2023
BUY
$126.74 - $147.12 $15,335 - $17,801
121 Added 0.58%
20,908 $2.8 Million
Q4 2022

Feb 06, 2023
BUY
$122.51 - $142.75 $117,242 - $136,611
957 Added 4.83%
20,787 $2.81 Million
Q3 2022

Nov 01, 2022
BUY
$121.77 - $145.8 $285,063 - $341,317
2,341 Added 13.39%
19,830 $2.42 Million
Q2 2022

Jul 27, 2022
BUY
$126.2 - $153.17 $25,492 - $30,940
202 Added 1.17%
17,489 $2.27 Million
Q1 2022

May 10, 2022
BUY
$140.72 - $152.6 $9,709 - $10,529
69 Added 0.4%
17,287 $2.59 Million
Q4 2021

Feb 02, 2022
BUY
$140.47 - $150.69 $74,308 - $79,715
529 Added 3.17%
17,218 $2.59 Million
Q3 2021

Oct 28, 2021
BUY
$135.17 - $146.62 $47,309 - $51,317
350 Added 2.14%
16,689 $2.33 Million
Q2 2021

Aug 02, 2021
BUY
$136.19 - $145.71 $36,771 - $39,341
270 Added 1.68%
16,339 $2.3 Million
Q1 2021

Apr 28, 2021
BUY
$116.81 - $138.13 $138,186 - $163,407
1,183 Added 7.95%
16,069 $2.17 Million
Q4 2020

Feb 10, 2021
BUY
$100.82 - $119.56 $1.5 Million - $1.78 Million
14,886 New
14,886 $1.77 Million

Others Institutions Holding VOE

# of Institutions
1,105
Shares Held
68.1M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Sterling Financial Planning, Inc. Portfolio

Follow Sterling Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email