First Purpose Wealth LLC Vanguard Mid Cap Value Index F Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, First Purpose Wealth LLC holds 2,600 shares of VOE stock, worth $451,984. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,600
Previous 2,600
-0.0%
Holding current value
$451,984
Previous $377,000
7.43%
% of portfolio
0.15%
Previous 0.15%
Shares
3 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