Bennett Associates Wealth Management Vanguard Mid Cap ETF Transaction History
Bennett Associates Wealth Management
- $121 Billion
- Q4 2024
A detailed history of Bennett Associates Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 38,640 shares of VO stock, worth $10.7 Million. This represents 8.47% of its overall portfolio holdings.
Number of Shares
38,640
Previous 24,001
60.99%
Holding current value
$10.7 Million
Previous $6.33 Billion
61.18%
% of portfolio
8.47%
Previous 5.19%
Shares
5 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$6.18 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.83 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.45 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.27 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio