Wheelhouse Advisory Group LLC Vanguard Mid Cap ETF Transaction History
Wheelhouse Advisory Group LLC
- $155 Billion
- Q3 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 33,501 shares of VO stock, worth $9.44 Million. This represents 5.69% of its overall portfolio holdings.
Number of Shares
33,501
Previous 31,881
5.08%
Holding current value
$9.44 Million
Previous $7.69 Billion
14.88%
% of portfolio
5.69%
Previous 5.42%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,089Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.28 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.53 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.08 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.31 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.08 Billion0.14% of portfolio