Wr Wealth Planners, LLC Vanguard Mid Cap Value Index F Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,339 shares of VOE stock, worth $400,436. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,339
Previous 2,463
5.03%
Holding current value
$400,436
Previous $370,000
5.95%
% of portfolio
0.11%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding VOE
# of Institutions
1,084Shares Held
68.4MCall Options Held
30.6KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$829 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$785 Million0.05% of portfolio
-
Assetmark, Inc3.65MShares$626 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$536 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$526 Million0.04% of portfolio