Investmark Advisory Group LLC Vanguard Mid Cap Value Index F Transaction History
Investmark Advisory Group LLC
- $202 Million
- Q3 2024
A detailed history of Investmark Advisory Group LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Investmark Advisory Group LLC holds 3,891 shares of VOE stock, worth $636,645. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,891
Previous 3,909
0.46%
Holding current value
$636,645
Previous $588,000
10.88%
% of portfolio
0.32%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding VOE
# of Institutions
1,107Shares Held
68MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$766 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.65MShares$598 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$522 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$504 Million0.04% of portfolio