New England Professional Planning Group Inc. Vanguard Mid Cap Value Index F Transaction History

New England Professional Planning Group Inc.

$202 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 12, 2020	SELL	$93.59 - $106.12 $208,237 - $236,117	-2,225 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$75.66 - $107.24 $20,125 - $28,525	-266 Reduced 10.68%	2,225 $233,000
Q4 2017 Feb 13, 2018	BUY	N/A	2,491	2,491 $281,000

Others Institutions Holding VOE

# of Institutions

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

Betterment LLC New York, NY

4.68M
Shares

$766 Million
1.89% of portfolio
Morgan Stanley New York, NY

4.58M
Shares

$750 Million
0.06% of portfolio
Assetmark, Inc

3.65M
Shares

$598 Million
1.76% of portfolio
Royal Bank Of Canada Toronto, A6

3.19M
Shares

$522 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.08M
Shares

$504 Million
0.04% of portfolio

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