True Wealth Design, LLC Vanguard Mid Cap ETF Transaction History
True Wealth Design, LLC
- $401 Billion
- Q1 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 $6,053. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 25
-0.0%
Holding current value
$6,053
Previous $5.82 Million
7.41%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
1,964Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.71 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.81 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.54 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio