Marshall & Sterling Wealth Advisors Inc. Vanguard Mid Cap ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 13,403 shares of VO stock, worth $3.39 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
13,403
Previous 13,762
2.61%
Holding current value
$3.39 Million
Previous $3.63 Billion
4.62%
% of portfolio
2.36%
Previous 2.51%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,353Shares Held
195MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.06 Billion1.45% of portfolio
-
Jones Financial Companies Lllp17.9MShares$4.52 Billion1.55% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.21 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.08 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.03 Billion0.15% of portfolio