Apex Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Apex Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Apex Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,162 shares of VO stock, worth $896,553. This represents 0.71% of its overall portfolio holdings.
Number of Shares
3,162
Previous 9,044
65.04%
Holding current value
$896,553
Previous $2.34 Billion
62.17%
% of portfolio
0.71%
Previous 2.1%
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