Aletheian Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History
Aletheian Wealth Advisors LLC
- $195 Million
- Q2 2025
A detailed history of Aletheian Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 1,395 shares of VO stock, worth $411,692. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,395
Previous 1,395
-0.0%
Holding current value
$411,692
Previous $358,000
8.94%
% of portfolio
0.2%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,430Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.31 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.19 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.09 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.48 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.37 Billion0.15% of portfolio