Waller Financial Planning Group, Inc Vanguard Mid Cap Value Index F Transaction History
Waller Financial Planning Group, Inc
- $355 Million
- Q1 2025
A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 2,755 shares of VOE stock, worth $416,914. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,755
Previous 3,010
8.47%
Holding current value
$416,914
Previous $486,000
9.88%
% of portfolio
0.12%
Previous 0.12%
Shares
23 transactions
Others Institutions Holding VOE
# of Institutions
1,209Shares Held
71.4MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$707 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$682 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$595 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$484 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$466 Million0.04% of portfolio