Joseph P. Lucia & Associates, LLC Vanguard Mid Cap Value Index F Transaction History
Joseph P. Lucia & Associates, LLC
- $186 Million
- Q3 2024
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 3,524 shares of VOE stock, worth $576,596. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,524
Previous 3,498
0.74%
Holding current value
$576,596
Previous $526,000
12.17%
% of portfolio
0.32%
Previous 0.31%
Shares
23 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