Mission Wealth Management, LP Vanguard Mid Cap Value Index F Transaction History

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Mission Wealth Management, LP holds 2,473 shares of VOE stock, worth $374,239. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,473
Previous 1,977 25.09%
Holding current value
$374,239
Previous $319,000 23.2%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$156.61 - $168.02 $77,678 - $83,337
496 Added 25.09%
2,473 $393,000
Q4 2024

Feb 06, 2025
SELL
$160.89 - $176.18 $95,729 - $104,827
-595 Reduced 23.13%
1,977 $319,000
Q3 2024

Oct 31, 2024
BUY
$149.02 - $167.67 $12,070 - $13,581
81 Added 3.25%
2,572 $431,000
Q2 2024

Aug 02, 2024
BUY
$146.82 - $155.77 $13,213 - $14,019
90 Added 3.75%
2,491 $374,000
Q1 2024

Apr 30, 2024
SELL
$141.07 - $155.91 $40,628 - $44,902
-288 Reduced 10.71%
2,401 $374,000
Q4 2023

Feb 05, 2024
BUY
$124.27 - $145.8 $95,812 - $112,411
771 Added 40.2%
2,689 $389,000
Q3 2023

Oct 23, 2023
BUY
$130.77 - $144.24 $3,792 - $4,182
29 Added 1.54%
1,918 $251,000
Q2 2023

Aug 04, 2023
BUY
$127.92 - $138.38 $241,640 - $261,399
1,889 New
1,889 $261,000
Q4 2022

Feb 02, 2023
BUY
$122.51 - $142.75 $213,657 - $248,956
1,744 New
1,744 $235,000
Q2 2020

Aug 03, 2020
SELL
$75.66 - $107.24 $212,982 - $301,880
-2,815 Closed
0 $0
Q1 2020

Apr 10, 2020
BUY
$68.69 - $121.9 $193,362 - $343,148
2,815 New
2,815 $229,000

Others Institutions Holding VOE

# of Institutions
1,209
Shares Held
71.4M
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
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