Turtle Creek Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Turtle Creek Wealth Advisors, LLC
- $432 Billion
- Q2 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 2,792 shares of VOE stock, worth $467,771. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,792
Previous 3,251
14.12%
Holding current value
$467,771
Previous $507 Million
17.14%
% of portfolio
0.1%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding VOE
# of Institutions
1,078Shares Held
68.4MCall Options Held
30.6KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$811 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$769 Million0.05% of portfolio
-
Assetmark, Inc3.65MShares$612 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$525 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$515 Million0.04% of portfolio