Strategic Financial Concepts, LLC Vanguard Mid Cap Value Index F Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 912,872 shares of VOE stock, worth $147 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

912,872

Previous 5,612 16166.43%

Holding current value

$147 Million

Previous $941 Million 2.46%

% of portfolio

0.17%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	SELL	$160.89 - $176.18 $146 Million - $160 Million	-907,198 Reduced 99.38%	5,674 $918 Million
Q4 2024 Jan 27, 2025	BUY	$160.89 - $176.18 $146 Million - $160 Million	907,260 Added 16166.43%	912,872 $918 Million
Q3 2024 Nov 12, 2024	SELL	$149.02 - $167.67 $134 Million - $151 Million	-898,109 Reduced 99.38%	5,612 $941 Million
Q2 2024 Aug 06, 2024	BUY	$146.82 - $155.77 $132 Million - $140 Million	897,954 Added 15570.56%	903,721 $10.3 Million
Q1 2024 Apr 22, 2024	BUY	$141.07 - $155.91 $813,550 - $899,132	5,767 New	5,767 $899 Million
Q3 2023 Nov 07, 2023	BUY	$130.77 - $144.24 $316,594 - $349,205	2,421 Added 74.7%	5,662 $741 Million
Q2 2023 Sep 06, 2023	BUY	$127.92 - $138.38 $10,617 - $11,485	83 Added 2.63%	3,241 $448 Million
Q1 2023 Sep 06, 2023	BUY	$126.74 - $147.12 $400,244 - $464,604	3,158 New	3,158 $423 Million

Others Institutions Holding VOE

# of Institutions

1,200

Shares Held

71.8M

Call Options Held

25.6K

Put Options Held

1.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

More about VOE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Account

Strategic Financial Concepts, LLC Vanguard Mid Cap Value Index F Transaction History