Roi Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History
Roi Financial Advisors, LLC
- $138 Billion
- Q1 2025
A detailed history of Roi Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 816 shares of VO stock, worth $225,044. This represents 0.15% of its overall portfolio holdings.
Number of Shares
816
Previous 809
0.87%
Holding current value
$225,044
Previous $214 Million
1.14%
% of portfolio
0.15%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,352Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.61 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.06 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.59 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.26 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.22 Billion0.15% of portfolio