Legacy Wealth Planning, LLC Vanguard Mid Cap Value Index F Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 12,379 shares of VOE stock, worth $2.05 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
12,379
Previous 12,550 1.36%
Holding current value
$2.05 Million
Previous $1.63 Million 7.26%
% of portfolio
2.49%
Previous 2.33%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$121.77 - $145.8 $20,822 - $24,931
-171 Reduced 1.36%
12,379 $1.51 Million
Q2 2022

Jul 26, 2022
SELL
$126.2 - $153.17 $5,426 - $6,586
-43 Reduced 0.34%
12,550 $1.63 Million
Q1 2022

May 10, 2022
BUY
$140.72 - $152.6 $145,082 - $157,330
1,031 Added 8.92%
12,593 $1.89 Million
Q4 2021

Feb 14, 2022
BUY
$140.47 - $150.69 $102,121 - $109,551
727 Added 6.71%
11,562 $1.74 Million
Q3 2021

Nov 12, 2021
BUY
$135.17 - $146.62 $2,838 - $3,079
21 Added 0.19%
10,835 $1.51 Million
Q2 2021

Aug 16, 2021
BUY
$136.19 - $145.71 $37,997 - $40,653
279 Added 2.65%
10,814 $1.52 Million
Q1 2021

May 06, 2021
BUY
$116.81 - $138.13 $70,202 - $83,016
601 Added 6.05%
10,535 $1.42 Million
Q4 2020

Feb 12, 2021
BUY
$100.82 - $119.56 $35,791 - $42,443
355 Added 3.71%
9,934 $1.18 Million
Q3 2020

Nov 03, 2020
SELL
$93.59 - $106.12 $9,920 - $11,248
-106 Reduced 1.09%
9,579 $971,000
Q2 2020

Aug 17, 2020
BUY
$75.66 - $107.24 $673,903 - $955,186
8,907 Added 1144.86%
9,685 $927,000
Q1 2020

May 18, 2020
SELL
$68.69 - $121.9 $603,785 - $1.07 Million
-8,790 Reduced 91.87%
778 $778,000
Q1 2020

May 18, 2020
BUY
$68.69 - $121.9 $3,365 - $5,973
49 Added 0.51%
9,568 $778,000
Q4 2019

Feb 12, 2020
BUY
$108.67 - $119.8 $1.03 Million - $1.14 Million
9,519 New
9,519 $1.14 Million

Others Institutions Holding VOE

# of Institutions
1,075
Shares Held
68.5M
Call Options Held
30.6K
Put Options Held
400
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email