Sky Oak Wealth, LLC Vanguard Mid Cap Value Index F Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 1,782 shares of VOE stock, worth $290,359. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,782

Previous 1,782 -0.0%

Holding current value

$290,359

Previous $298,000 3.36%

% of portfolio

0.06%

Previous 0.07%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$149.02 - $167.67 $9,984 - $11,233	-67 Reduced 3.62%	1,782 $298,000
Q2 2024 Aug 12, 2024	SELL	$146.82 - $155.77 $24,078 - $25,546	-164 Reduced 8.15%	1,849 $278,000
Q1 2024 Apr 29, 2024	SELL	$141.07 - $155.91 $134,580 - $148,738	-954 Reduced 32.15%	2,013 $313,000
Q4 2023 Jan 12, 2024	SELL	$124.27 - $145.8 $26,469 - $31,055	-213 Reduced 6.7%	2,967 $430,000
Q3 2023 Oct 24, 2023	SELL	$130.77 - $144.24 $39,231 - $43,272	-300 Reduced 8.62%	3,180 $416,000
Q2 2023 Jul 20, 2023	SELL	$127.92 - $138.38 $105,022 - $113,609	-821 Reduced 19.09%	3,480 $481,000
Q1 2023 May 02, 2023	SELL	$126.74 - $147.12 $103,039 - $119,608	-813 Reduced 15.9%	4,301 $576,000
Q4 2022 Jan 26, 2023	SELL	$122.51 - $142.75 $171,023 - $199,279	-1,396 Reduced 21.44%	5,114 $0
Q3 2022 Oct 25, 2022	SELL	$121.77 - $145.8 $2.12 Million - $2.54 Million	-17,406 Reduced 72.78%	6,510 $793,000
Q2 2022 Jul 26, 2022	BUY	$126.2 - $153.17 $298,336 - $362,093	2,364 Added 10.97%	23,916 $3.1 Million
Q1 2022 Apr 18, 2022	BUY	$140.72 - $152.6 $209,109 - $226,763	1,486 Added 7.41%	21,552 $3.23 Million
Q4 2021 Jan 24, 2022	BUY	$140.47 - $150.69 $366,345 - $392,999	2,608 Added 14.94%	20,066 $3.02 Million
Q3 2021 Oct 21, 2021	BUY	$135.17 - $146.62 $36,090 - $39,147	267 Added 1.55%	17,458 $2.44 Million
Q2 2021 Jul 19, 2021	BUY	$136.19 - $145.71 $341,428 - $365,294	2,507 Added 17.07%	17,191 $2.42 Million
Q1 2021 Apr 29, 2021	BUY	$116.81 - $138.13 $50,695 - $59,948	434 Added 3.05%	14,684 $2.06 Million
Q4 2020 Feb 02, 2021	BUY	$100.82 - $119.56 $134,897 - $159,971	1,338 Added 10.36%	14,250 $1.7 Million
Q3 2020 Nov 03, 2020	BUY	$93.59 - $106.12 $290,971 - $329,927	3,109 Added 31.71%	12,912 $1.31 Million
Q2 2020 Aug 10, 2020	BUY	$75.66 - $107.24 $544,525 - $771,806	7,197 Added 276.17%	9,803 $938,000
Q1 2020 May 04, 2020	BUY	$68.69 - $121.9 $179,006 - $317,671	2,606 New	2,606 $212,000

Others Institutions Holding VOE

# of Institutions

1,165

Shares Held

70.8M

Call Options Held

31K

Put Options Held

1.8K

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About VANGUARD MID-CAP VALUE INDEX F

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Sky Oak Wealth, LLC Vanguard Mid Cap Value Index F Transaction History