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
Others Institutions Holding VOE
# of Institutions
1,049Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$796 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$754 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$577 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$515 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$506 Million0.04% of portfolio