Fonville Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 2024
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 23,886 shares of VO stock, worth $6.2 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
23,886
Previous 21,692
10.11%
Holding current value
$6.2 Million
Previous $5.42 Billion
6.8%
% of portfolio
2.29%
Previous 2.4%
Shares
3 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$5.99 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.15 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.64 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.15 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.9 Billion0.14% of portfolio