Levy Wealth Management Group, LLC Vanguard Mid Cap Value Index F Transaction History

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 1,662 shares of VOE stock, worth $274,097. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,662
Previous 1,673 0.66%
Holding current value
$274,097
Previous $260,000 3.85%
% of portfolio
0.06%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$146.82 - $155.77 $1,615 - $1,713
-11 Reduced 0.66%
1,662 $250,000
Q4 2023

Jan 23, 2024
BUY
$124.27 - $145.8 $1,615 - $1,895
13 Added 0.78%
1,673 $242,000
Q3 2023

Oct 24, 2023
BUY
$130.77 - $144.24 $3,530 - $3,894
27 Added 1.65%
1,660 $217,000
Q2 2023

Jul 21, 2023
BUY
$127.92 - $138.38 $1,151 - $1,245
9 Added 0.55%
1,633 $225,000
Q1 2023

May 04, 2023
BUY
$126.74 - $147.12 $8,618 - $10,004
68 Added 4.37%
1,624 $217,000
Q4 2022

Feb 08, 2023
BUY
$122.51 - $142.75 $190,625 - $222,119
1,556 New
1,556 $210,000
Q2 2022

Jul 27, 2022
SELL
$126.2 - $153.17 $219,714 - $266,668
-1,741 Closed
0 $0
Q1 2022

May 05, 2022
BUY
$140.72 - $152.6 $985 - $1,068
7 Added 0.4%
1,741 $261,000
Q4 2021

Feb 10, 2022
BUY
$140.47 - $150.69 $1,123 - $1,205
8 Added 0.46%
1,734 $261,000
Q3 2021

Oct 26, 2021
SELL
$135.17 - $146.62 $3,784 - $4,105
-28 Reduced 1.6%
1,726 $241,000
Q2 2021

Aug 10, 2021
SELL
$136.19 - $145.71 $3,132 - $3,351
-23 Reduced 1.29%
1,754 $246,000
Q1 2021

May 10, 2021
BUY
$116.81 - $138.13 $700 - $828
6 Added 0.34%
1,777 $240,000
Q4 2020

Feb 10, 2021
BUY
$100.82 - $119.56 $178,552 - $211,740
1,771 New
1,771 $211,000

Others Institutions Holding VOE

# of Institutions
1,194
Shares Held
71.9M
Call Options Held
25.6K
Put Options Held
1.6K
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 Levy Wealth Management Group, LLC Portfolio

Follow Levy Wealth Management Group, 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 Levy Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Levy Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email