Ledge Wealth Management, Inc. Vanguard Mid Cap Value Index F Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 49,901 shares of VOE stock, worth $8.67 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

49,901

Previous 49,607 0.59%

Holding current value

$8.67 Million

Previous $6.5 Million 11.39%

% of portfolio

2.81%

Previous 2.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$124.27 - $145.8 $36,535 - $42,865	294 Added 0.59%	49,901 $7.24 Million
Q3 2023 Oct 23, 2023	BUY	$130.77 - $144.24 $133,385 - $147,124	1,020 Added 2.1%	49,607 $6.5 Million
Q2 2023 Jul 11, 2023	SELL	$127.92 - $138.38 $126,512 - $136,857	-989 Reduced 1.99%	48,587 $6.72 Million
Q1 2023 Apr 14, 2023	BUY	$126.74 - $147.12 $77,311 - $89,743	610 Added 1.25%	49,576 $6.65 Million
Q4 2022 Feb 02, 2023	BUY	$122.51 - $142.75 $445,078 - $518,610	3,633 Added 8.01%	48,966 $6.62 Million

Q3 2022 Oct 18, 2022	SELL	$121.77 - $145.8 $184,116 - $220,449	-1,512 Reduced 3.23%	45,333 $5.52 Million
Q2 2022 Jul 20, 2022	BUY	$126.2 - $153.17 $470,726 - $571,324	3,730 Added 8.65%	46,845 $6.07 Million
Q1 2022 May 10, 2022	BUY	$140.72 - $152.6 $6.07 Million - $6.58 Million	43,115 New	43,115 $6.45 Million

Others Institutions Holding VOE

# of Institutions

1,258

Shares Held

73M

Call Options Held

30.9K

Put Options Held

7.7K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

More about VOE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ledge Wealth Management, Inc. with notifications on news.

Account

Ledge Wealth Management, Inc. Vanguard Mid Cap Value Index F Transaction History