Bennett Associates Wealth Management Vanguard Mid Cap ETF Transaction History
Bennett Associates Wealth Management
- $122 Billion
- Q3 2024
A detailed history of Bennett Associates Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 24,001 shares of VO stock, worth $6.57 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
24,001
Previous 23,004
4.33%
Holding current value
$6.57 Million
Previous $5.57 Billion
13.7%
% of portfolio
5.19%
Previous 5.02%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.1 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.4 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.96 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.24 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.02 Billion0.14% of portfolio