Lumature Wealth Partners, LLC Vanguard Mid Cap Value Index F Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 18,037 shares of VOE stock, worth $2.88 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

18,037

Previous 16,920 6.6%

Holding current value

$2.88 Million

Previous $2.27 Million 10.01%

% of portfolio

1.49%

Previous 1.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$127.92 - $138.38 $142,886 - $154,570	1,117 Added 6.6%	18,037 $2.5 Million
Q1 2023 May 15, 2023	SELL	$126.74 - $147.12 $43,598 - $50,609	-344 Reduced 1.99%	16,920 $2.27 Million
Q4 2022 Feb 14, 2023	BUY	$122.51 - $142.75 $59,539 - $69,376	486 Added 2.9%	17,264 $2.33 Million
Q3 2022 Nov 10, 2022	BUY	$121.77 - $145.8 $39,209 - $46,947	322 Added 1.96%	16,778 $2.04 Million
Q2 2022 Aug 10, 2022	BUY	$126.2 - $153.17 $101,969 - $123,761	808 Added 5.16%	16,456 $2.13 Million
Q1 2022 May 13, 2022	BUY	$140.72 - $152.6 $1,688 - $1,831	12 Added 0.08%	15,648 $2.34 Million
Q4 2021 Feb 10, 2022	BUY	$140.47 - $150.69 $181,487 - $194,691	1,292 Added 9.01%	15,636 $2.35 Million
Q3 2021 Oct 29, 2021	BUY	$135.17 - $146.62 $173,017 - $187,673	1,280 Added 9.8%	14,344 $2 Million
Q2 2021 Aug 10, 2021	BUY	$136.19 - $145.71 $110,450 - $118,170	811 Added 6.62%	13,064 $1.84 Million
Q1 2021 May 11, 2021	BUY	$116.81 - $138.13 $488,616 - $577,797	4,183 Added 51.83%	12,253 $1.65 Million
Q4 2020 Feb 08, 2021	BUY	$100.82 - $119.56 $813,617 - $964,849	8,070 New	8,070 $960,000

Others Institutions Holding VOE

# of Institutions

1,200

Shares Held

71.8M

Call Options Held

25.6K

Put Options Held

1.6K

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 Lumature Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Account

Lumature Wealth Partners, LLC Vanguard Mid Cap Value Index F Transaction History