Us Financial Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Us Financial Advisors, LLC
- $289 Million
- Q1 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 5,906 shares of VOE stock, worth $883,891. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,906
Previous 5,591
5.63%
Holding current value
$883,891
Previous $810,000
13.58%
% of portfolio
0.32%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding VOE
# of Institutions
1,029Shares Held
65.8MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$810 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$662 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$504 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$460 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$444 Million0.11% of portfolio