Adapt Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Adapt Wealth Advisors, LLC
- $187 Billion
- Q3 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 13,784 shares of VO stock, worth $3.67 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
13,784
Previous 14,279
3.47%
Holding current value
$3.67 Million
Previous $3.46 Billion
5.2%
% of portfolio
1.95%
Previous 2.17%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,093Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.94 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.28 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.86 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.96 Billion0.14% of portfolio