Willner & Heller, LLC Vanguard Mid Cap Value Index F Transaction History

Willner & Heller, LLC

  • $110 Million
  • Q4 2024

A detailed history of Willner & Heller, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Willner & Heller, LLC holds 7,250 shares of VOE stock, worth $1.2 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
7,250
Previous 7,208 0.58%
Holding current value
$1.2 Million
Previous $1.21 Million 2.98%
% of portfolio
1.06%
Previous 1.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$160.89 - $176.18 $6,757 - $7,399
42 Added 0.58%
7,250 $1.17 Million
Q3 2024

Oct 10, 2024
SELL
$149.02 - $167.67 $5,811 - $6,539
-39 Reduced 0.54%
7,208 $1.21 Million
Q2 2024

Jul 19, 2024
BUY
$146.82 - $155.77 $2,349 - $2,492
16 Added 0.22%
7,247 $1.09 Million
Q1 2024

Jul 19, 2024
BUY
$141.07 - $155.91 $30,753 - $33,988
218 Added 3.11%
7,231 $1.13 Million
Q4 2023

Mar 06, 2024
SELL
$124.27 - $145.8 $33,055 - $38,782
-266 Reduced 3.65%
7,013 $1.02 Million
Q4 2022

Feb 14, 2023
SELL
$122.51 - $142.75 $980 - $1,142
-8 Reduced 0.11%
7,279 $984,000
Q3 2022

Oct 24, 2022
BUY
$121.77 - $145.8 $74,279 - $88,938
610 Added 9.14%
7,287 $887,000
Q2 2022

Jul 22, 2022
BUY
$126.2 - $153.17 $14,008 - $17,001
111 Added 1.69%
6,677 $865,000
Q1 2022

Jul 05, 2022
BUY
$140.72 - $152.6 $8,443 - $9,156
60 Added 0.92%
6,566 $987,000
Q4 2021

Jun 06, 2022
BUY
$140.47 - $150.69 $913,897 - $980,389
6,506 New
6,506 $908,000

Others Institutions Holding VOE

# of Institutions
1,194
Shares Held
71.9M
Call Options Held
25.6K
Put Options Held
1.6K
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 Willner & Heller, LLC Portfolio

Follow Willner & Heller, 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 Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email