Us Financial Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Us Financial Advisors, LLC

$320 Million
Q3 2024

A detailed history of Us Financial Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Us Financial Advisors, LLC holds 5,466 shares of VOE stock, worth $890,630. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,466

Previous 5,491 0.46%

Holding current value

$890,630

Previous $826,000 10.9%

% of portfolio

0.29%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$149.02 - $167.67 $3,725 - $4,191	-25 Reduced 0.46%	5,466 $916,000
Q2 2024 Aug 01, 2024	SELL	$146.82 - $155.77 $60,930 - $64,644	-415 Reduced 7.03%	5,491 $826,000
Q1 2024 May 13, 2024	BUY	$141.07 - $155.91 $44,437 - $49,111	315 Added 5.63%	5,906 $920,000
Q4 2023 Feb 07, 2024	BUY	$124.27 - $145.8 $32,434 - $38,053	261 Added 4.9%	5,591 $810,000
Q3 2023 Nov 09, 2023	BUY	$130.77 - $144.24 $31,907 - $35,194	244 Added 4.8%	5,330 $698,000
Q2 2023 Aug 09, 2023	BUY	$127.92 - $138.38 $3,198 - $3,459	25 Added 0.49%	5,086 $703,000
Q1 2023 May 04, 2023	BUY	$126.74 - $147.12 $35,867 - $41,634	283 Added 5.92%	5,061 $678,000
Q4 2022 Jan 26, 2023	BUY	$122.51 - $142.75 $585,352 - $682,059	4,778 New	4,778 $0

Others Institutions Holding VOE

# of Institutions

1,158

Shares Held

70.8M

Call Options Held

31K

Put Options Held

1.8K

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Us Financial Advisors, LLC Vanguard Mid Cap Value Index F Transaction History