Engrave Wealth Partners LLC Vanguard Mid Cap Value Index F Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
A detailed history of Engrave Wealth Partners LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 5,741 shares of VOE stock, worth $998,015. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,741
Previous 106,585
94.61%
Holding current value
$998,015
Previous $14 Million
94.04%
% of portfolio
0.24%
Previous 4.3%
Shares
10 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