Waller Financial Planning Group, Inc Vanguard Mid Cap Value Index F Transaction History
Waller Financial Planning Group, Inc
- $372 Million
- Q2 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 3,070 shares of VOE stock, worth $513,580. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,070
Previous 3,070
-0.0%
Holding current value
$513,580
Previous $478,000
3.56%
% of portfolio
0.12%
Previous 0.13%
Shares
20 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$810 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$768 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$588 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$524 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$514 Million0.04% of portfolio