Yoffe Investment Management, LLC Vanguard Mid Cap ETF Transaction History
Yoffe Investment Management, LLC
- $68.1 Billion
- Q1 2025
A detailed history of Yoffe Investment Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Yoffe Investment Management, LLC holds 5,344 shares of VO stock, worth $1.35 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
5,344
Previous 5,345
0.02%
Holding current value
$1.35 Million
Previous $1.41 Billion
2.09%
% of portfolio
2.03%
Previous 2.1%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,349Shares 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