Palo Alto Wealth Advisors, LLC Vanguard Extended Market ETF Transaction History
Palo Alto Wealth Advisors, LLC
- $256 Billion
- Q1 2025
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 1,754 shares of VXF stock, worth $299,670. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,754
Previous 1,842
4.78%
Holding current value
$299,670
Previous $350 Million
7.06%
% of portfolio
0.13%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding VXF
# of Institutions
964Shares Held
52.3MCall Options Held
15.6KPut Options Held
3.4K-
Morgan Stanley New York, NY3.61MShares$617 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.14MShares$537 Million1.55% of portfolio
-
Envestnet Asset Management Inc2.74MShares$467 Million0.16% of portfolio
-
Royal Bank Of Canada Toronto, A62.08MShares$356 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$286 Million0.02% of portfolio