Financial Advocates Investment Management Vanguard Mid Cap Value Index F Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Financial Advocates Investment Management holds 8,230 shares of VOE stock, worth $1.36 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,230

Previous 7,787 5.69%

Holding current value

$1.36 Million

Previous $1.31 Million 1.99%

% of portfolio

0.08%

Previous 0.07%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$160.89 - $176.18 $71,274 - $78,047	443 Added 5.69%	8,230 $1.33 Million
Q3 2024 Oct 25, 2024	BUY	$149.02 - $167.67 $55,733 - $62,708	374 Added 5.05%	7,787 $1.31 Million
Q2 2024 Jul 26, 2024	SELL	$146.82 - $155.77 $52,561 - $55,765	-358 Reduced 4.61%	7,413 $1.12 Million
Q1 2024 May 01, 2024	SELL	$141.07 - $155.91 $124,282 - $137,356	-881 Reduced 10.18%	7,771 $1.21 Million
Q4 2023 Feb 08, 2024	SELL	$124.27 - $145.8 $79,408 - $93,166	-639 Reduced 6.88%	8,652 $1.25 Million
Q3 2023 Oct 27, 2023	SELL	$130.77 - $144.24 $78,462 - $86,544	-600 Reduced 6.07%	9,291 $1.22 Million
Q2 2023 Aug 07, 2023	SELL	$127.92 - $138.38 $273,109 - $295,441	-2,135 Reduced 17.75%	9,891 $1.37 Million
Q1 2023 May 11, 2023	SELL	$126.74 - $147.12 $816,712 - $948,041	-6,444 Reduced 34.89%	12,026 $1.61 Million
Q4 2022 Feb 14, 2023	SELL	$122.51 - $142.75 $3.57 Million - $4.16 Million	-29,110 Reduced 61.18%	18,470 $2.5 Million
Q3 2022 Nov 14, 2022	BUY	$121.77 - $145.8 $702,004 - $840,537	5,765 Added 13.79%	47,580 $5.79 Million
Q2 2022 Aug 12, 2022	BUY	$126.2 - $153.17 $809,573 - $982,585	6,415 Added 18.12%	41,815 $5.42 Million
Q1 2022 May 11, 2022	BUY	$140.72 - $152.6 $566,116 - $613,909	4,023 Added 12.82%	35,400 $5.3 Million
Q4 2021 Feb 14, 2022	BUY	$140.47 - $150.69 $576,067 - $617,979	4,101 Added 15.04%	31,377 $4.78 Million
Q3 2021 Nov 04, 2021	BUY	$135.17 - $146.62 $310,350 - $336,639	2,296 Added 9.19%	27,276 $3.81 Million
Q2 2021 Aug 03, 2021	BUY	$136.19 - $145.71 $178,953 - $191,462	1,314 Added 5.55%	24,980 $3.51 Million
Q1 2021 May 10, 2021	BUY	$116.81 - $138.13 $382,903 - $452,790	3,278 Added 16.08%	23,666 $3.19 Million
Q4 2020 Feb 12, 2021	BUY	$100.82 - $119.56 $272,818 - $323,529	2,706 Added 15.3%	20,388 $2.43 Million
Q3 2020 Nov 04, 2020	SELL	$93.59 - $106.12 $2.46 Million - $2.79 Million	-26,245 Reduced 59.75%	17,682 $1.79 Million
Q2 2020 Aug 14, 2020	BUY	$75.66 - $107.24 $1.87 Million - $2.65 Million	24,747 Added 129.03%	43,927 $5.79 Million
Q1 2020 Apr 29, 2020	BUY	$68.69 - $121.9 $742,264 - $1.32 Million	10,806 Added 129.04%	19,180 $1.56 Million
Q4 2019 Feb 13, 2020	BUY	$108.67 - $119.8 $42,272 - $46,602	389 Added 4.87%	8,374 $998,000
Q3 2019 Nov 13, 2019	SELL	$112.16 - $114.13 $1.38 Million - $1.4 Million	-12,289 Reduced 60.61%	7,985 $902,000
Q2 2019 Aug 08, 2019	SELL	N/A	-4,004 Reduced 16.49%	20,274 $2.26 Million
Q1 2019 May 16, 2019	SELL	N/A	-2,183 Reduced 8.25%	24,278 $2.62 Million
Q4 2018 Feb 14, 2019	BUY	N/A	870 Added 3.4%	26,461 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-262 Reduced 1.01%	25,591 $0
Q2 2018 Aug 09, 2018	BUY	N/A	2,280 Added 9.67%	25,853 $2.86 Million
Q1 2018 May 11, 2018	BUY	N/A	1,322 Added 5.94%	23,573 $2.58 Million
Q4 2017 Feb 15, 2018	BUY	N/A	22,251	22,251 $2.48 Million

Others Institutions Holding VOE

# of Institutions

1,187

Shares Held

71.7M

Call Options Held

25.9K

Put Options Held

1.8K

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About VANGUARD MID-CAP VALUE INDEX F

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Financial Advocates Investment Management Vanguard Mid Cap Value Index F Transaction History