Bordeaux Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 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 1,633 shares of VO stock, worth $439,374. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,633
Previous 1,179
38.51%
Holding current value
$439,374
Previous $285,000
50.88%
% of portfolio
0.08%
Previous 0.05%
Shares
6 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 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.32 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.89 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio