Marcum Wealth, LLC Vanguard Mid Cap Value Index F Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Marcum Wealth, LLC holds 3,705 shares of VOE stock, worth $644,077. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,705

Previous 4,699 21.15%

Holding current value

$644,077

Previous $760,000 22.5%

% of portfolio

0.05%

Previous 0.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$156.61 - $168.02 $155,670 - $167,011	-994 Reduced 21.15%	3,705 $589,000
Q4 2024 Jan 13, 2025	BUY	$160.89 - $176.18 $148,018 - $162,085	920 Added 24.35%	4,699 $760,000
Q2 2024 Jul 02, 2024	BUY	$146.82 - $155.77 $36,264 - $38,475	247 Added 6.99%	3,779 $568,000
Q1 2024 Apr 10, 2024	BUY	$141.07 - $155.91 $564 - $623	4 Added 0.11%	3,532 $550,000
Q4 2023 Jan 10, 2024	BUY	$124.27 - $145.8 $1,242 - $1,458	10 Added 0.28%	3,528 $511,000

Q3 2023 Oct 10, 2023	SELL	$130.77 - $144.24 $1,961 - $2,163	-15 Reduced 0.42%	3,518 $460,000
Q2 2023 Jul 13, 2023	SELL	$127.92 - $138.38 $161,435 - $174,635	-1,262 Reduced 26.32%	3,533 $488,000
Q1 2023 Apr 19, 2023	SELL	$126.74 - $147.12 $18,250 - $21,185	-144 Reduced 2.92%	4,795 $642,000
Q4 2022 Jan 12, 2023	SELL	$122.51 - $142.75 $109,401 - $127,475	-893 Reduced 15.31%	4,939 $0
Q3 2022 Oct 11, 2022	SELL	$121.77 - $145.8 $171,330 - $205,140	-1,407 Reduced 19.44%	5,832 $710,000
Q2 2022 Jul 14, 2022	SELL	$126.2 - $153.17 $52,625 - $63,871	-417 Reduced 5.45%	7,239 $938,000
Q1 2022 Apr 20, 2022	SELL	$140.72 - $152.6 $90,623 - $98,274	-644 Reduced 7.76%	7,656 $1.15 Million
Q4 2021 Feb 01, 2022	SELL	$140.47 - $150.69 $250,879 - $269,132	-1,786 Reduced 17.71%	8,300 $1.25 Million
Q3 2021 Nov 08, 2021	SELL	$135.17 - $146.62 $219,921 - $238,550	-1,627 Reduced 13.89%	10,086 $1.41 Million
Q2 2021 Aug 10, 2021	SELL	$136.19 - $145.71 $389,094 - $416,293	-2,857 Reduced 19.61%	11,713 $1.65 Million
Q1 2021 May 11, 2021	SELL	$116.81 - $138.13 $224,976 - $266,038	-1,926 Reduced 11.68%	14,570 $1.97 Million
Q4 2020 Feb 09, 2021	SELL	$100.82 - $119.56 $526,280 - $624,103	-5,220 Reduced 24.04%	16,496 $1.96 Million
Q3 2020 Nov 09, 2020	BUY	$93.59 - $106.12 $31,727 - $35,974	339 Added 1.59%	21,716 $2.2 Million
Q2 2020 Aug 14, 2020	BUY	$75.66 - $107.24 $1.62 Million - $2.29 Million	21,377 New	21,377 $2.05 Million

Others Institutions Holding VOE

# of Institutions

1,258

Shares Held

73M

Call Options Held

30.9K

Put Options Held

7.7K

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About VANGUARD MID-CAP VALUE INDEX F

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Marcum Wealth, LLC Vanguard Mid Cap Value Index F Transaction History