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

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 274,441 shares of VOE stock, worth $44.9 Million. This represents 6.47% of its overall portfolio holdings.

Number of Shares

274,441

Previous 268,201 2.33%

Holding current value

$44.9 Million

Previous $40.3 Million 14.05%

% of portfolio

6.47%

Previous 6.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$149.02 - $167.67 $929,884 - $1.05 Million	6,240 Added 2.33%	274,441 $46 Million
Q2 2024 Jul 12, 2024	BUY	$146.82 - $155.77 $1.03 Million - $1.09 Million	6,997 Added 2.68%	268,201 $40.3 Million
Q1 2024 Apr 12, 2024	BUY	$141.07 - $155.91 $863,207 - $954,013	6,119 Added 2.4%	261,204 $40.7 Million
Q4 2023 Jan 10, 2024	BUY	$124.27 - $145.8 $979,496 - $1.15 Million	7,882 Added 3.19%	255,085 $37 Million
Q3 2023 Oct 13, 2023	BUY	$130.77 - $144.24 $771,281 - $850,727	5,898 Added 2.44%	247,203 $32.4 Million
Q2 2023 Jul 20, 2023	BUY	$127.92 - $138.38 $1.07 Million - $1.15 Million	8,329 Added 3.58%	241,305 $33.4 Million
Q1 2023 Apr 07, 2023	BUY	$126.74 - $147.12 $305,696 - $354,853	2,412 Added 1.05%	232,976 $31.2 Million
Q4 2022 Jan 18, 2023	SELL	$122.51 - $142.75 $1.61 Million - $1.88 Million	-13,160 Reduced 5.4%	230,564 $0
Q3 2022 Oct 18, 2022	BUY	$121.77 - $145.8 $6,332 - $7,581	52 Added 0.02%	243,724 $29.7 Million
Q2 2022 Jul 27, 2022	SELL	$126.2 - $153.17 $198,891 - $241,395	-1,576 Reduced 0.64%	243,672 $31.6 Million
Q1 2022 Apr 14, 2022	BUY	$140.72 - $152.6 $459,450 - $498,239	3,265 Added 1.35%	245,248 $36.7 Million
Q4 2021 Jan 21, 2022	BUY	$140.47 - $150.69 $424,640 - $455,535	3,023 Added 1.27%	241,983 $36.4 Million
Q3 2021 Oct 08, 2021	BUY	$135.17 - $146.62 $94,754 - $102,780	701 Added 0.29%	238,960 $33.4 Million
Q2 2021 Jul 16, 2021	BUY	$136.19 - $145.71 $525,557 - $562,294	3,859 Added 1.65%	238,259 $33.5 Million
Q1 2021 Apr 15, 2021	BUY	$116.81 - $138.13 $81,533 - $96,414	698 Added 0.3%	234,400 $31.6 Million
Q4 2020 Jan 22, 2021	BUY	$100.82 - $119.56 $791,235 - $938,306	7,848 Added 3.47%	233,702 $27.8 Million
Q3 2020 Oct 14, 2020	BUY	$93.59 - $106.12 $20.8 Million - $23.6 Million	222,253 Added 6171.98%	225,854 $22.9 Million
Q2 2020 Jul 09, 2020	BUY	$75.66 - $107.24 $272,451 - $386,171	3,601 New	3,601 $345,000

Others Institutions Holding VOE

# of Institutions

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

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About VANGUARD MID-CAP VALUE INDEX F

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