Wealthspire Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 61,830 shares of VOE stock, worth $10.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
61,830
Previous 67,222 8.02%
Holding current value
$10.1 Million
Previous $10.1 Million 2.52%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Nov 13, 2024
SELL
$149.02 - $167.67 $803,515 - $904,076
-5,392 Reduced 8.02%
61,830 $10.4 Million
Q2 2024

Aug 08, 2024
SELL
$146.82 - $155.77 $944,639 - $1 Million
-6,434 Reduced 8.74%
67,222 $10.1 Million
Q1 2024

May 06, 2024
SELL
$141.07 - $155.91 $488,666 - $540,072
-3,464 Reduced 4.49%
73,656 $11.5 Million
Q4 2023

Feb 06, 2024
SELL
$124.27 - $145.8 $463,278 - $543,542
-3,728 Reduced 4.61%
77,120 $11.2 Million
Q3 2023

Nov 06, 2023
SELL
$130.77 - $144.24 $652,411 - $719,613
-4,989 Reduced 5.81%
80,848 $10.6 Million
Q2 2023

Jul 31, 2023
SELL
$127.92 - $138.38 $736,307 - $796,515
-5,756 Reduced 6.28%
85,837 $11.9 Million
Q1 2023

May 09, 2023
SELL
$126.74 - $147.12 $750,300 - $870,950
-5,920 Reduced 6.07%
91,593 $12.3 Million
Q4 2022

Feb 13, 2023
SELL
$122.51 - $142.75 $1.8 Million - $2.1 Million
-14,713 Reduced 13.11%
97,513 $13.2 Million
Q3 2022

Nov 14, 2022
BUY
$121.77 - $145.8 $11.7 Million - $14 Million
96,132 Added 597.32%
112,226 $13.7 Million
Q2 2022

Aug 09, 2022
BUY
$126.2 - $153.17 $499,878 - $606,706
3,961 Added 32.65%
16,094 $2.08 Million
Q1 2022

May 09, 2022
BUY
$140.72 - $152.6 $167,316 - $181,441
1,189 Added 10.86%
12,133 $1.82 Million
Q4 2021

Feb 14, 2022
BUY
$140.47 - $150.69 $82,877 - $88,907
590 Added 5.7%
10,944 $1.65 Million
Q3 2021

Nov 15, 2021
BUY
$135.17 - $146.62 $510,401 - $553,637
3,776 Added 57.4%
10,354 $1.45 Million
Q2 2021

Aug 13, 2021
SELL
$136.19 - $145.71 $1.14 Million - $1.22 Million
-8,377 Reduced 56.01%
6,578 $924,000
Q1 2021

May 17, 2021
BUY
$116.81 - $138.13 $1.2 Million - $1.42 Million
10,285 Added 220.24%
14,955 $2.02 Million
Q4 2020

Feb 16, 2021
BUY
$100.82 - $119.56 $470,829 - $558,345
4,670 New
4,670 $556,000
Q2 2020

Aug 14, 2020
SELL
$75.66 - $107.24 $216,084 - $306,277
-2,856 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$68.69 - $121.9 $196,178 - $348,146
2,856 New
2,856 $232,000
Q1 2019

May 08, 2019
SELL
N/A
-3 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
3 New
3 $0

Others Institutions Holding VOE

# of Institutions
1,107
Shares Held
68M
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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