Navis Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Navis Wealth Advisors, LLC
- $89.6 Million
- Q4 2024
A detailed history of Navis Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,000 shares of VOE stock, worth $333,420. This represents 0.36% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$333,420
Previous $335,000
3.58%
% of portfolio
0.36%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding VOE
# of Institutions
1,112Shares Held
67.9MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$780 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$764 Million0.06% of portfolio
-
Assetmark, Inc3.65MShares$609 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$531 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$513 Million0.04% of portfolio