Wealth Preservation Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 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 13,335 shares of VOE stock, worth $2.19 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
13,335Holding current value
$2.19 Million% of portfolio
1.53%Shares
1 transactions
Others Institutions Holding VOE
# of Institutions
1,206Shares Held
70.6MCall Options Held
42.8KPut Options Held
2.8K-
Morgan Stanley New York, NY4.57MShares$752 Million0.05% of portfolio
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Betterment LLC New York, NY4.29MShares$706 Million1.63% of portfolio
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Assetmark, Inc4.1MShares$675 Million1.82% of portfolio
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Royal Bank Of Canada Toronto, A63.26MShares$537 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC3.08MShares$507 Million0.04% of portfolio