Apex Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Apex Wealth Management, LLC
- $140 Billion
- Q3 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 3,222 shares of VO stock, worth $942,628. This represents 0.68% of its overall portfolio holdings.
Number of Shares
3,222
Previous 3,162
1.9%
Holding current value
$942,628
Previous $885 Million
6.97%
% of portfolio
0.68%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,451Shares 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