Marshall & Sterling Wealth Advisors Inc. Vanguard Mid Cap ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 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 13,687 shares of VO stock, worth $3.88 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
13,687
Previous 13,403
2.12%
Holding current value
$3.88 Million
Previous $3.47 Billion
9.96%
% of portfolio
2.58%
Previous 2.36%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,393Shares 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