Axiom Financial Strategies, LLC Vanguard Mid Cap ETF Transaction History
Axiom Financial Strategies, LLC
- $157 Million
- Q1 2024
A detailed history of Axiom Financial Strategies, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Axiom Financial Strategies, LLC holds 97,733 shares of VO stock, worth $23.6 Million. This represents 15.55% of its overall portfolio holdings.
Number of Shares
97,733
Previous 99,297
1.58%
Holding current value
$23.6 Million
Previous $23.1 Million
5.71%
% of portfolio
15.55%
Previous 15.01%
Shares
18 transactions
Others Institutions Holding VO
# of Institutions
1,966Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio