Sonoma Private Wealth LLC Vanguard Mid Cap ETF Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,739 shares of VO stock, worth $704,443. This represents 1.08% of its overall portfolio holdings.
Number of Shares
2,739
Previous 2,616
4.7%
Holding current value
$704,443
Previous $654 Million
1.45%
% of portfolio
1.08%
Previous 1.05%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.94 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.12 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.61 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.13 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.88 Billion0.14% of portfolio