Centricity Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 929 shares of VOE stock, worth $161,497. This represents 0.12% of its overall portfolio holdings.
Number of Shares
929
Previous 929
-0.0%
Holding current value
$161,497
Previous $149 Million
2.44%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,258Shares Held
73MCall Options Held
30.9KPut Options Held
7.7K-
Morgan Stanley New York, NY4.76MShares$827 Million0.05% of portfolio
-
Assetmark, Inc4.41MShares$767 Million1.69% of portfolio
-
Betterment LLC New York, NY4.02MShares$699 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$528 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.64MShares$459 Million0.09% of portfolio