Wealth Preservation Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Wealth Preservation Advisors, LLC
- $162 Billion
- Q2 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 13,627 shares of VOE stock, worth $2.37 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
13,627
Previous 13,335
2.19%
Holding current value
$2.37 Million
Previous $2.14 Billion
4.68%
% of portfolio
1.38%
Previous 1.53%
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,248Shares Held
71.8MCall Options Held
37.3KPut Options Held
9.6K-
Morgan Stanley New York, NY4.61MShares$803 Million0.05% of portfolio
-
Assetmark, Inc4.26MShares$743 Million1.69% of portfolio
-
Betterment LLC New York, NY4.13MShares$720 Million1.45% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$532 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.74MShares$477 Million0.09% of portfolio