Three Bridge Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Three Bridge Wealth Advisors, LLC

  • $268 Million
  • Q3 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 5,729 shares of VOE stock, worth $937,378. This represents 0.36% of its overall portfolio holdings.

Number of Shares
5,729
Previous 5,177 10.66%
Holding current value
$937,378
Previous $778,000 23.39%
% of portfolio
0.36%
Previous 0.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$149.02 - $167.67 $82,259 - $92,553
552 Added 10.66%
5,729 $960,000
Q2 2024

Aug 14, 2024
SELL
$146.82 - $155.77 $5,872 - $6,230
-40 Reduced 0.77%
5,177 $778,000
Q1 2024

May 14, 2024
BUY
$141.07 - $155.91 $29,624 - $32,741
210 Added 4.19%
5,217 $813,000
Q4 2023

Feb 08, 2024
BUY
$124.27 - $145.8 $20,753 - $24,348
167 Added 3.45%
5,007 $726,000
Q3 2023

Nov 13, 2023
BUY
$130.77 - $144.24 $7,976 - $8,798
61 Added 1.28%
4,840 $633,000
Q2 2023

Jul 28, 2023
BUY
$127.92 - $138.38 $18,548 - $20,065
145 Added 3.13%
4,779 $661,000
Q1 2023

May 11, 2023
SELL
$126.74 - $147.12 $19,391 - $22,509
-153 Reduced 3.2%
4,634 $621,000
Q4 2022

Feb 14, 2023
BUY
$122.51 - $142.75 $122 - $142
1 Added 0.02%
4,787 $647,000
Q3 2022

Nov 10, 2022
BUY
$121.77 - $145.8 $17,778 - $21,286
146 Added 3.01%
4,997 $609,000
Q2 2022

Nov 10, 2022
BUY
$126.2 - $153.17 $612,196 - $743,027
4,851 New
4,851 $628,000
Q1 2022

Feb 14, 2023
SELL
$140.72 - $152.6 $29,691 - $32,198
-211 Reduced 4.22%
4,786 $716,000

Others Institutions Holding VOE

# of Institutions
1,107
Shares Held
68M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Three Bridge Wealth Advisors, LLC Portfolio

Follow Three Bridge Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email