Fsa Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History

Fsa Wealth Management LLC

  • $250 Million
  • Q3 2024

A detailed history of Fsa Wealth Management LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Fsa Wealth Management LLC holds 2,555 shares of VOE stock, worth $423,925. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,555
Previous 2,561 0.23%
Holding current value
$423,925
Previous $399,000 7.27%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 14, 2024
SELL
$149.02 - $167.67 $894 - $1,006
-6 Reduced 0.23%
2,555 $428,000
Q1 2024

May 16, 2024
BUY
$141.07 - $155.91 $14,107 - $15,591
100 Added 4.06%
2,561 $399,000
Q4 2023

Feb 14, 2024
BUY
$124.27 - $145.8 $248 - $291
2 Added 0.08%
2,461 $357,000
Q3 2023

Nov 15, 2023
BUY
$130.77 - $144.24 $132,470 - $146,115
1,013 Added 70.06%
2,459 $322,000
Q2 2023

Jul 31, 2023
BUY
$127.92 - $138.38 $184,972 - $200,097
1,446 New
1,446 $200,000
Q4 2022

Feb 13, 2023
SELL
$122.51 - $142.75 $610,957 - $711,894
-4,987 Reduced 74.13%
1,740 $235,000
Q3 2022

Nov 09, 2022
BUY
$121.77 - $145.8 $819,146 - $980,796
6,727 New
6,727 $819,000
Q1 2021

May 17, 2021
SELL
$116.81 - $138.13 $113,072 - $133,709
-968 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$100.82 - $119.56 $97,593 - $115,734
968 New
968 $115,000
Q3 2020

Nov 13, 2020
SELL
$93.59 - $106.12 $87,974 - $99,752
-940 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$75.66 - $107.24 $71,120 - $100,805
940 New
940 $90,000

Others Institutions Holding VOE

# of Institutions
1,124
Shares Held
68.8M
Call Options Held
31K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Fsa Wealth Management LLC Portfolio

Follow Fsa Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email