Values Added Financial LLC Vanguard Mid Cap ETF Transaction History
Values Added Financial LLC
- $173 Billion
- Q4 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 2,435 shares of VO stock, worth $671,110. This represents 0.37% of its overall portfolio holdings.
Number of Shares
2,435
Previous 1,807
34.75%
Holding current value
$671,110
Previous $477 Million
34.91%
% of portfolio
0.37%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,149Shares Held
174MCall Options Held
52.1KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.14 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.43 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.99 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.25 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.03 Billion0.14% of portfolio