Joel Adams & Associates, Inc. Vanguard Mid Cap ETF Transaction History
Joel Adams & Associates, Inc.
- $113 Billion
- Q2 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 8,861 shares of VO stock, worth $2.51 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
8,861
Previous 9,846
10.0%
Holding current value
$2.51 Million
Previous $2.55 Billion
2.62%
% of portfolio
2.19%
Previous 2.29%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,398Shares Held
204MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.79 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.2 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.71 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.38 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.28 Billion0.15% of portfolio