U.S. Capital Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 2,754 shares of VOE stock, worth $450,609. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,754
Previous 2,689
2.42%
Holding current value
$450,609
Previous $404,000
14.11%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding VOE
# of Institutions
1,107Shares Held
68MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$766 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.65MShares$598 Million1.76% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$522 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$504 Million0.04% of portfolio