Wetherby Asset Management Inc Vanguard Mid Cap Value Index F Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wetherby Asset Management Inc holds 1,571 shares of VOE stock, worth $257,047. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,571
Previous 1,571 -0.0%
Holding current value
$257,047
Previous $236,000 11.44%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$146.82 - $155.77 $259,724 - $275,557
-1,769 Reduced 52.96%
1,571 $236,000
Q1 2024

May 15, 2024
SELL
$141.07 - $155.91 $14,812 - $16,370
-105 Reduced 3.05%
3,340 $520,000
Q4 2023

Feb 14, 2024
SELL
$124.27 - $145.8 $2,982 - $3,499
-24 Reduced 0.69%
3,445 $499,000
Q2 2023

Aug 14, 2023
BUY
$127.92 - $138.38 $127 - $138
1 Added 0.03%
3,469 $480,000
Q4 2022

Feb 14, 2023
BUY
$122.51 - $142.75 $122 - $142
1 Added 0.03%
3,468 $469,000
Q3 2022

Nov 14, 2022
SELL
$121.77 - $145.8 $45,541 - $54,529
-374 Reduced 9.74%
3,467 $422,000
Q2 2022

Aug 15, 2022
BUY
$126.2 - $153.17 $114,211 - $138,618
905 Added 30.82%
3,841 $498,000
Q4 2021

Feb 14, 2022
BUY
$140.47 - $150.69 $14,327 - $15,370
102 Added 3.6%
2,936 $442,000
Q3 2021

Nov 15, 2021
BUY
$135.17 - $146.62 $6,758 - $7,331
50 Added 1.8%
2,834 $396,000
Q2 2021

Aug 16, 2021
BUY
$136.19 - $145.71 $138,232 - $147,895
1,015 Added 57.38%
2,784 $392,000
Q1 2021

May 14, 2021
SELL
$116.81 - $138.13 $118,562 - $140,201
-1,015 Reduced 36.46%
1,769 $239,000
Q3 2020

Nov 13, 2020
BUY
$93.59 - $106.12 $61,862 - $70,145
661 Added 31.14%
2,784 $282,000
Q2 2020

Aug 14, 2020
BUY
$75.66 - $107.24 $160,626 - $227,670
2,123 New
2,123 $203,000
Q1 2020

May 06, 2020
SELL
$68.69 - $121.9 $121,512 - $215,641
-1,769 Closed
0 $0
Q3 2019

Oct 31, 2019
BUY
$112.16 - $114.13 $198,411 - $201,895
1,769 New
1,769 $200,000
Q4 2018

Jan 30, 2019
SELL
N/A
-1,769 Closed
0 $0
Q3 2018

Nov 07, 2018
BUY
N/A
1,769 New
1,769 $200,000
Q1 2018

May 04, 2018
SELL
N/A
-1,769 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
1,769
1,769 $187,000

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

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