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 $288,922. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,662
Previous 1,673
0.66%
Holding current value
$288,922
Previous $260,000
3.85%
% of portfolio
0.06%
Previous 0.07%
Shares
13 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