Forvis Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Forvis Wealth Advisors, LLC

$4.75 Billion
Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 4,892 shares of VOE stock, worth $850,425. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,892

Previous 3,859 26.77%

Holding current value

$850,425

Previous $634,000 34.7%

% of portfolio

0.02%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$164.63 - $174.58 $170,062 - $180,341	1,033 Added 26.77%	4,892 $854,000
Q2 2025 Jul 29, 2025	BUY	$141.87 - $164.49 $4,681 - $5,428	33 Added 0.86%	3,859 $634,000
Q1 2025 May 13, 2025	BUY	$156.61 - $168.02 $156 - $168	1 Added 0.03%	3,826 $614,000
Q4 2024 Feb 03, 2025	BUY	$160.89 - $176.18 $83,662 - $91,613	520 Added 15.73%	3,825 $618,000
Q3 2024 Nov 14, 2024	BUY	$149.02 - $167.67 $21,309 - $23,976	143 Added 4.52%	3,305 $554,000

Q2 2024 Aug 09, 2024	SELL	$146.82 - $155.77 $12,626 - $13,396	-86 Reduced 2.65%	3,162 $475,000
Q1 2024 Apr 19, 2024	BUY	$141.07 - $155.91 $213,015 - $235,424	1,510 Added 86.88%	3,248 $506,000
Q4 2023 Jan 11, 2024	BUY	$124.27 - $145.8 $25,972 - $30,472	209 Added 13.67%	1,738 $252,000
Q3 2023 Oct 25, 2023	SELL	$130.77 - $144.24 $11,507 - $12,693	-88 Reduced 5.44%	1,529 $200,000
Q2 2023 Aug 08, 2023	SELL	$127.92 - $138.38 $65,622 - $70,988	-513 Reduced 24.08%	1,617 $223,000
Q1 2023 Apr 26, 2023	BUY	$126.74 - $147.12 $15,082 - $17,507	119 Added 5.92%	2,130 $285,000
Q4 2022 Feb 02, 2023	BUY	$122.51 - $142.75 $3,552 - $4,139	29 Added 1.46%	2,011 $271,000
Q3 2022 Oct 13, 2022	SELL	$121.77 - $145.8 $11,689 - $13,996	-96 Reduced 4.62%	1,982 $242,000
Q2 2022 Jul 22, 2022	BUY	$126.2 - $153.17 $34,831 - $42,274	276 Added 15.32%	2,078 $269,000
Q1 2022 May 10, 2022	SELL	$140.72 - $152.6 $56,850 - $61,650	-404 Reduced 18.31%	1,802 $270,000
Q4 2020 Jan 22, 2021	BUY	$100.82 - $119.56 $222,408 - $263,749	2,206 New	2,206 $262,000
Q1 2020 Apr 10, 2020	SELL	$68.69 - $121.9 $243,162 - $431,526	-3,540 Closed	0 $0
Q1 2019 Apr 10, 2019	SELL	N/A	-394 Reduced 10.02%	3,540 $382,000
Q3 2018 Oct 09, 2018	SELL	N/A	-5,300 Reduced 57.4%	3,934 $445,000
Q2 2018 Jul 13, 2018	SELL	N/A	-66 Reduced 0.71%	9,234 $1.02 Million
Q1 2018 May 25, 2018	SELL	N/A	-18 Reduced 0.19%	9,300 $1.02 Million
Q1 2018 Apr 20, 2018	BUY	N/A	84 Added 0.91%	9,318 $1.04 Million
Q4 2017 Jan 18, 2018	SELL	N/A	-400 Reduced 4.15%	9,234 $1.03 Million
Q3 2017 Oct 13, 2017	BUY	N/A	9,634	9,634 $1.02 Million

Others Institutions Holding VOE

# of Institutions

1,258

Shares Held

73M

Call Options Held

30.9K

Put Options Held

7.7K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Forvis Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History