Lji Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Lji Wealth Management, LLC
- $508 Billion
- Q4 2024
A detailed history of Lji Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,605 shares of VO stock, worth $719,787. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,605
Previous 3,712
29.82%
Holding current value
$719,787
Previous $979 Million
29.74%
% of portfolio
0.14%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,197Shares Held
184MCall Options Held
52.1KPut Options Held
9.6K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.16 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.82 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.44 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio