True Wealth Design, LLC Vanguard Mid Cap ETF Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, True Wealth Design, LLC holds 25 shares of VO stock, worth $6,838. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 25
-0.0%
Holding current value
$6,838
Previous $6.05 Million
8.97%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.1 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.4 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.96 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.24 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.02 Billion0.14% of portfolio