Willner & Heller, LLC Vanguard Mid Cap Value Index F Transaction History
Willner & Heller, LLC
- $87.7 Million
- Q4 2023
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
Others Institutions Holding VOE
# of Institutions
1,031Shares Held
65.8MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$818 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$668 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$509 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$464 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$448 Million0.11% of portfolio