Waypoint Wealth Counsel Vanguard Mid Cap Value Index F Transaction History
Waypoint Wealth Counsel
- $131 Billion
- Q2 2024
A detailed history of Waypoint Wealth Counsel transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Waypoint Wealth Counsel holds 2,005 shares of VOE stock, worth $323,586. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,005
Previous 2,005
-0.0%
Holding current value
$323,586
Previous $313 Million
3.51%
% of portfolio
0.23%
Previous 0.24%
Shares
1 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$781 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$740 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$567 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$506 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$496 Million0.04% of portfolio