Avaii Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Avaii Wealth Management, LLC
- $171 Million
- Q1 2025
A detailed history of Avaii Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 1,306 shares of VO stock, worth $331,371. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,306
Previous 1,306
-0.0%
Holding current value
$331,371
Previous $344,000
2.62%
% of portfolio
0.2%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,328Shares Held
190MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.68 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.43 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.2 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.95 Billion0.15% of portfolio