Wealth Effects LLC Vanguard Mid Cap Value Index F Transaction History
Wealth Effects LLC
- $255 Million
- Q4 2024
A detailed history of Wealth Effects LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wealth Effects LLC holds 1,556 shares of VOE stock, worth $258,171. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,556
Previous 1,538
1.17%
Holding current value
$258,171
Previous $257,000
2.33%
% of portfolio
0.1%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding VOE
# of Institutions
1,194Shares Held
71.9MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$775 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$748 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$652 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$530 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$511 Million0.04% of portfolio