Vertex Planning Partners, LLC Vanguard Mid Cap ETF Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,560 shares of VO stock, worth $411,481. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,560
Previous 1,560
-0.0%
Holding current value
$411,481
Previous $390 Million
3.11%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,018Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.09 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.22 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.7 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.93 Billion0.14% of portfolio