Bordeaux Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History
Bordeaux Wealth Advisors LLC
- $302 Million
- Q1 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 1,507 shares of VO stock, worth $364,196. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,507
Previous 1,179
27.82%
Holding current value
$364,196
Previous $274,000
37.23%
% of portfolio
0.12%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
1,961Shares 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