Wealth Effects LLC Vanguard Mid Cap Value Index F Transaction History
Wealth Effects LLC
- $255 Million
- Q4 2024
A detailed history of Wealth Effects LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wealth Effects LLC holds 1,556 shares of VOE stock, worth $256,366. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,556
Previous 1,538
1.17%
Holding current value
$256,366
Previous $257,000
2.33%
% of portfolio
0.1%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding VOE
# of Institutions
1,143Shares Held
70.6MCall Options Held
31KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$771 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$755 Million0.06% of portfolio
-
Assetmark, Inc3.93MShares$648 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$525 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$507 Million0.04% of portfolio