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 $2.54 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
8,861
Previous 9,846
10.0%
Holding current value
$2.54 Million
Previous $2.55 Billion
2.62%
% of portfolio
2.19%
Previous 2.29%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,433Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.09 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.01 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$4.94 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.41 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.3 Billion0.15% of portfolio