Wealth Effects LLC Vanguard Mid Cap Value Index F Transaction History

Wealth Effects LLC

  • $255 Million
  • Q3 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 1,538 shares of VOE stock, worth $267,873. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,538
Previous 1,517 1.38%
Holding current value
$267,873
Previous $228,000 12.72%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$149.02 - $167.67 $3,129 - $3,521
21 Added 1.38%
1,538 $257,000
Q2 2024

Aug 02, 2024
BUY
$146.82 - $155.77 $1,468 - $1,557
10 Added 0.66%
1,517 $228,000
Q1 2024

Apr 22, 2024
BUY
$141.07 - $155.91 $2,398 - $2,650
17 Added 1.14%
1,507 $234,000
Q4 2023

Jan 29, 2024
BUY
$124.27 - $145.8 $185,162 - $217,242
1,490 New
1,490 $216,000
Q2 2023

Jul 18, 2023
BUY
$127.92 - $138.38 $185,484 - $200,651
1,450 New
1,450 $200,000

Others Institutions Holding VOE

# of Institutions
1,105
Shares Held
68.1M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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