Erts Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Erts Wealth Advisors, LLC
- $514 Million
- Q1 2025
A detailed history of Erts Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 176,248 shares of VOE stock, worth $26.7 Million. This represents 5.5% of its overall portfolio holdings.
Number of Shares
176,248
Previous 176,229
0.01%
Holding current value
$26.7 Million
Previous $28.5 Million
0.75%
% of portfolio
5.5%
Previous 5.38%
Shares
21 transactions
Others Institutions Holding VOE
# of Institutions
1,208Shares Held
71.4MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$707 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$682 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$595 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$484 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$466 Million0.04% of portfolio