Investmark Advisory Group LLC Vanguard Mid Cap Value Index F Transaction History
Investmark Advisory Group LLC
- $214 Million
- Q3 2025
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 $676,411. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,891
Previous 3,891
-0.0%
Holding current value
$676,411
Previous $639,000
6.26%
% of portfolio
0.32%
Previous 0.32%
Shares
4 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