Three Bridge Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Three Bridge Wealth Advisors, LLC

  • $250 Million
  • Q2 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 5,177 shares of VOE stock, worth $851,047. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,177
Previous 5,217 0.77%
Holding current value
$851,047
Previous $813,000 4.31%
% of portfolio
0.31%
Previous 0.33%

Shares

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

Aug 14, 2024
SELL
$146.82 - $155.77 $5,872 - $6,230
-40 Reduced 0.77%
5,177 $778,000
Q1 2024

May 14, 2024
BUY
$141.07 - $155.91 $29,624 - $32,741
210 Added 4.19%
5,217 $813,000
Q4 2023

Feb 08, 2024
BUY
$124.27 - $145.8 $20,753 - $24,348
167 Added 3.45%
5,007 $726,000
Q3 2023

Nov 13, 2023
BUY
$130.77 - $144.24 $7,976 - $8,798
61 Added 1.28%
4,840 $633,000
Q2 2023

Jul 28, 2023
BUY
$127.92 - $138.38 $18,548 - $20,065
145 Added 3.13%
4,779 $661,000
Q1 2023

May 11, 2023
SELL
$126.74 - $147.12 $19,391 - $22,509
-153 Reduced 3.2%
4,634 $621,000
Q4 2022

Feb 14, 2023
BUY
$132.21 - $142.75 $132 - $142
1 Added 0.02%
4,787 $647,000
Q3 2022

Nov 10, 2022
BUY
N/A
146 Added 3.01%
4,997 $609,000
Q2 2022

Nov 10, 2022
BUY
N/A
4,851 New
4,851 $628,000
Q1 2022

Feb 14, 2023
SELL
N/A
-211 Reduced 4.22%
4,786 $716,000

Others Institutions Holding VOE

# of Institutions
1,049
Shares Held
68.1M
Call Options Held
32.8K
Put Options Held
400
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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