Values Added Financial LLC Vanguard Mid Cap ETF Transaction History
Values Added Financial LLC
- $139 Billion
- Q2 2024
A detailed history of Values Added Financial LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Values Added Financial LLC holds 2,218 shares of VO stock, worth $585,041. This represents 0.39% of its overall portfolio holdings.
Number of Shares
2,218
Previous 1,755
26.38%
Holding current value
$585,041
Previous $439 Million
22.46%
% of portfolio
0.39%
Previous 0.34%
Shares
4 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