Summit Wealth & Retirement Planning, Inc. Vanguard Mid Cap Value Index F Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,567 shares of VOE stock, worth $272,407. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,567
Previous 1,567 -0.0%
Holding current value
$272,407
Previous $257,000 6.23%
% of portfolio
0.07%
Previous 0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$141.07 - $155.91 $221,056 - $244,310
1,567 New
1,567 $244,000

Others Institutions Holding VOE

# of Institutions
1,265
Shares Held
73.1M
Call Options Held
30.9K
Put Options Held
7.7K
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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