A detailed history of Falcon Wealth Planning transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Falcon Wealth Planning holds 163,296 shares of VOE stock, worth $27.3 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares
163,296
Previous 202,575 19.39%
Holding current value
$27.3 Million
Previous $30.5 Million 10.15%
% of portfolio
3.43%
Previous 3.96%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$149.02 - $167.67 $5.85 Million - $6.59 Million
-39,279 Reduced 19.39%
163,296 $27.4 Million
Q2 2024

Jul 16, 2024

BUY
$146.82 - $155.77 $815,878 - $865,613
5,557 Added 2.82%
202,575 $30.5 Million
Q1 2024

Apr 15, 2024

SELL
$141.07 - $155.91 $1.57 Million - $1.74 Million
-11,137 Reduced 5.35%
197,018 $30.7 Million
Q4 2023

Jan 10, 2024

BUY
$124.27 - $145.8 $770,971 - $904,543
6,204 Added 3.07%
208,155 $30.2 Million
Q3 2023

Oct 05, 2023

BUY
$130.77 - $144.24 $1.76 Million - $1.95 Million
13,490 Added 7.16%
201,951 $26.4 Million
Q2 2023

Jul 13, 2023

BUY
$127.92 - $138.38 $1.79 Million - $1.93 Million
13,968 Added 8.0%
188,461 $26.1 Million
Q1 2023

May 15, 2023

BUY
$126.74 - $147.12 $1.96 Million - $2.28 Million
15,497 Added 9.75%
174,493 $23.4 Million
Q4 2022

Jan 20, 2023

BUY
$122.51 - $142.75 $2.13 Million - $2.48 Million
17,386 Added 12.28%
158,996 $0
Q3 2022

Nov 10, 2022

BUY
$121.77 - $145.8 $1.79 Million - $2.14 Million
14,685 Added 11.57%
141,610 $17.2 Million
Q2 2022

Jul 20, 2022

BUY
$126.2 - $153.17 $549,222 - $666,595
4,352 Added 3.55%
126,925 $16.4 Million
Q1 2022

May 05, 2022

BUY
$140.72 - $152.6 $1.82 Million - $1.98 Million
12,952 Added 11.82%
122,573 $18.3 Million
Q4 2021

Jan 24, 2022

BUY
$140.47 - $150.69 $1.09 Million - $1.17 Million
7,750 Added 7.61%
109,621 $16.5 Million
Q3 2021

Oct 19, 2021

BUY
$135.17 - $146.62 $1.8 Million - $1.95 Million
13,311 Added 15.03%
101,871 $14.2 Million
Q2 2021

Aug 10, 2021

BUY
$136.19 - $145.71 $532,639 - $569,871
3,911 Added 4.62%
88,560 $12.4 Million
Q1 2021

Apr 20, 2021

BUY
$116.81 - $138.13 $490,718 - $580,284
4,201 Added 5.22%
84,649 $11.4 Million
Q4 2020

Feb 01, 2021

BUY
$100.82 - $119.56 $8.11 Million - $9.62 Million
80,448 New
80,448 $9.57 Million

Others Institutions Holding VOE

About VANGUARD MID-CAP VALUE INDEX F


  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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