Fonville Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 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 24,667 shares of VO stock, worth $6.83 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
24,667
Previous 23,886
3.27%
Holding current value
$6.83 Million
Previous $5.79 Billion
12.43%
% of portfolio
2.25%
Previous 2.29%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,051Shares Held
172MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.39 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.43 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.01 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$2.02 Billion0.14% of portfolio