Vertex Planning Partners, LLC Vanguard Mid Cap Value Index F Transaction History

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,663 shares of VOE stock, worth $463,814. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,663
Previous 2,663 -0.0%
Holding current value
$463,814
Previous $428 Million 2.44%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$156.61 - $168.02 $5,324 - $5,712
-34 Reduced 1.26%
2,663 $428 Million
Q4 2024

Feb 12, 2025
BUY
$160.89 - $176.18 $3,539 - $3,875
22 Added 0.82%
2,697 $436 Million
Q1 2024

May 13, 2024
SELL
$141.07 - $155.91 $5,501 - $6,080
-39 Reduced 1.44%
2,675 $417 Million
Q4 2023

Feb 14, 2024
BUY
$124.27 - $145.8 $74,562 - $87,480
600 Added 28.38%
2,714 $394 Million
Q4 2022

Feb 06, 2023
BUY
$122.51 - $142.75 $258,986 - $301,773
2,114 New
2,114 $286 Million

Others Institutions Holding VOE

# of Institutions
1,248
Shares Held
71.8M
Call Options Held
37.3K
Put Options Held
9.6K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
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More about VOE
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