National Wealth Management Group, LLC Vanguard Mid Cap ETF Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,180 shares of VO stock, worth $305,053. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,180
Previous 2,072
43.05%
Holding current value
$305,053
Previous $518 Million
44.82%
% of portfolio
0.22%
Previous 0.4%
Shares
7 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$5.97 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.14 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.63 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.14 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.89 Billion0.14% of portfolio