Wells Trecaso Financial Group, LLC Vanguard Mid Cap Value Index F Transaction History
Wells Trecaso Financial Group, LLC
- $283 Million
- Q1 2024
A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 10,768 shares of VOE stock, worth $1.7 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
10,768
Previous 10,788
0.19%
Holding current value
$1.7 Million
Previous $1.56 Million
7.29%
% of portfolio
0.59%
Previous 0.63%
Shares
21 transactions
Others Institutions Holding VOE
# of Institutions
1,028Shares Held
65.8MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$856 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$699 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$532 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$486 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$469 Million0.11% of portfolio