Bordeaux Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History
Bordeaux Wealth Advisors LLC
- $619 Million
- Q4 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 1,179 shares of VO stock, worth $326,901. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,179
Previous 1,633
27.8%
Holding current value
$326,901
Previous $431,000
27.84%
% of portfolio
0.05%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,189Shares Held
184MCall Options Held
52.1KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.18 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.84 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.46 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.27 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio