Atlas Private Wealth Management Vanguard Mid Cap ETF Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Atlas Private Wealth Management holds 5,584 shares of VO stock, worth $1.47 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
5,584
Previous 3,350
66.69%
Holding current value
$1.47 Million
Previous $779,000
79.08%
% of portfolio
0.61%
Previous 0.38%
Shares
15 transactions
Others Institutions Holding VO
# of Institutions
2,038Shares Held
172MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.06 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.2 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.69 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.15 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio