Mittelman Wealth Management Vanguard Mid Cap ETF Transaction History
Mittelman Wealth Management
- $111 Billion
- Q1 2025
A detailed history of Mittelman Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 8,332 shares of VO stock, worth $2.4 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
8,332
Previous 7,702
8.18%
Holding current value
$2.4 Million
Previous $2.03 Billion
5.93%
% of portfolio
1.94%
Previous 1.89%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,392Shares Held
203MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.9 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.28 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.79 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.36 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.31 Billion0.15% of portfolio