Towerpoint Wealth, LLC Vanguard Mid Cap Value Index F Transaction History
Towerpoint Wealth, LLC
- $222 Million
- Q2 2025
A detailed history of Towerpoint Wealth, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 1,909 shares of VOE stock, worth $323,021. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,909
Previous 1,909
-0.0%
Holding current value
$323,021
Previous $303,000
3.3%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding VOE
# of Institutions
1,208Shares Held
70.5MCall Options Held
42.8KPut Options Held
2.8K-
Morgan Stanley New York, NY4.57MShares$774 Million0.05% of portfolio
-
Betterment LLC New York, NY4.29MShares$726 Million1.63% of portfolio
-
Assetmark, Inc4.1MShares$694 Million1.82% of portfolio
-
Royal Bank Of Canada Toronto, A63.26MShares$552 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$521 Million0.04% of portfolio