Aletheian Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History
Aletheian Wealth Advisors LLC
- $183 Million
- Q2 2024
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 2,529 shares of VO stock, worth $665,481. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,529
Previous 2,606
2.95%
Holding current value
$665,481
Previous $651,000
5.99%
% of portfolio
0.33%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.07 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.21 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.69 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio