Axxcess Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 2,244 shares of VOE stock, worth $374,478. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,244
Previous 9,514 76.41%
Holding current value
$374,478
Previous $1.48 Million 77.28%
% of portfolio
0.01%
Previous 0.04%

Shares

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

Aug 09, 2024
SELL
$146.82 - $155.77 $1.07 Million - $1.13 Million
-7,270 Reduced 76.41%
2,244 $337,000
Q1 2024

May 14, 2024
SELL
$141.07 - $155.91 $26,662 - $29,466
-189 Reduced 1.95%
9,514 $1.48 Million
Q4 2023

Feb 06, 2024
SELL
$124.27 - $145.8 $40,884 - $47,968
-329 Reduced 3.28%
9,703 $1.41 Million
Q3 2023

Nov 14, 2023
SELL
$130.77 - $144.24 $247,678 - $273,190
-1,894 Reduced 15.88%
10,032 $1.31 Million
Q2 2023

Aug 08, 2023
BUY
$127.92 - $138.38 $249,444 - $269,841
1,950 Added 19.55%
11,926 $1.65 Million
Q1 2023

May 03, 2023
BUY
$126.74 - $147.12 $408,483 - $474,167
3,223 Added 47.73%
9,976 $1.34 Million
Q4 2022

Feb 14, 2023
BUY
$122.51 - $142.75 $30,627 - $35,687
250 Added 3.84%
6,753 $913,000
Q3 2022

Nov 14, 2022
SELL
$121.77 - $145.8 $19,726 - $23,619
-162 Reduced 2.43%
6,503 $792,000
Q2 2022

Aug 11, 2022
SELL
$126.2 - $153.17 $177,689 - $215,663
-1,408 Reduced 17.44%
6,665 $863,000
Q1 2022

Aug 11, 2022
BUY
$140.72 - $152.6 $282,847 - $306,726
2,010 Added 33.15%
8,073 $1.21 Million
Q4 2021

Aug 11, 2022
BUY
$140.47 - $150.69 $851,669 - $913,633
6,063 New
6,063 $911,000

Others Institutions Holding VOE

# of Institutions
1,071
Shares Held
68.1M
Call Options Held
32.8K
Put Options Held
400
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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