Copia Wealth Management Vanguard Mid Cap ETF Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Copia Wealth Management holds 1,837 shares of VO stock, worth $537,432. This represents 0.4% of its overall portfolio holdings.
Number of Shares
1,837
Previous 1,838
0.05%
Holding current value
$537,432
Previous $514 Million
4.91%
% of portfolio
0.4%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,463Shares Held
212MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio