Theory Financial LLC Vanguard Mid Cap Value Index F Transaction History

Theory Financial LLC

  • $261 Million
  • Q3 2024

A detailed history of Theory Financial LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Theory Financial LLC holds 1,406 shares of VOE stock, worth $229,627. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,406
Previous 1,406 -0.0%
Holding current value
$229,627
Previous $211,000 11.37%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
BUY
$124.27 - $145.8 $174,723 - $204,994
1,406 New
1,406 $203,000
Q2 2022

Aug 10, 2022
SELL
$126.2 - $153.17 $263,884 - $320,278
-2,091 Closed
0 $0
Q1 2022

May 12, 2022
SELL
$140.72 - $152.6 $9,287 - $10,071
-66 Reduced 3.06%
2,091 $313,000
Q4 2021

Feb 14, 2022
BUY
$140.47 - $150.69 $302,993 - $325,038
2,157 New
2,157 $324,000

Others Institutions Holding VOE

# of Institutions
1,107
Shares Held
68M
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 Theory Financial LLC Portfolio

Follow Theory Financial LLC 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 Theory Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Theory Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email