A detailed history of Willner & Heller, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Willner & Heller, LLC holds 7,013 shares of VOE stock, worth $1.06 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
7,013
Previous 7,279 3.65%
Holding current value
$1.06 Million
Previous $984,000 3.25%
% of portfolio
1.16%
Previous 1.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 06, 2024

SELL
$124.27 - $145.8 $33,055 - $38,782
-266 Reduced 3.65%
7,013 $1.02 Million
Q4 2022

Feb 14, 2023

SELL
$132.21 - $142.75 $1,057 - $1,142
-8 Reduced 0.11%
7,279 $984,000
Q3 2022

Oct 24, 2022

BUY
N/A
610 Added 9.14%
7,287 $887,000
Q2 2022

Jul 22, 2022

BUY
N/A
111 Added 1.69%
6,677 $865,000
Q1 2022

Jul 05, 2022

BUY
N/A
60 Added 0.92%
6,566 $987,000
Q4 2021

Jun 06, 2022

BUY
N/A
6,506 New
6,506 $908,000

Others Institutions Holding VOE

About VANGUARD MID-CAP VALUE INDEX F


  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Willner & Heller, LLC Portfolio

Follow Willner & Heller, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.